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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 | $38,416 | $75,832-49.3% | $147,618-74.0% | $59,633-35.6% |
| Participation rate | 34.5% | 71.6%-37.0pp | 84.6%-50.1pp | 68.7%-34.1pp |
| Annual return | 2.03% | 0.37%+1.7pp | 61.98%-59.9pp | 2041.40%-2039.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,267 | $3,131-27.6% | $4,895-53.7% | $3,192-29.0% |
| Admin fee / account holder | $12,177 | $5,986+103.4% | $11,612+4.9% | $4,297+183.4% |