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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 | $51,449 | $62,583-17.8% | $76,767-33.0% | $64,173-19.8% |
| Participation rate | 44.1% | 72.8%-28.7pp | 77.0%-32.8pp | 69.6%-25.5pp |
| Annual return | -4.13% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,964 | $3,145-37.6% | $3,852-49.0% | $3,470-43.4% |
| Admin fee / account holder | $33,117 | $4,667+609.6% | $6,675+396.1% | $4,887+577.6% |