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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,583 | $54,380-51.1% | $68,509-61.2% | $59,633-55.4% |
| Participation rate | 57.1% | 70.2%-13.0pp | 74.7%-17.6pp | 68.7%-11.5pp |
| Annual return | -1.18% | 2.83%-4.0pp | 8.27%-9.4pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,882 | $2,643+84.7% | $3,382+44.3% | $3,192+53.0% |
| Admin fee / account holder | $445 | $3,885-88.5% | $5,275-91.6% | $4,297-89.6% |