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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 | $28,137 | $54,380-48.3% | $68,509-58.9% | $59,633-52.8% |
| Participation rate | 50.0% | 70.2%-20.2pp | 74.7%-24.7pp | 68.7%-18.7pp |
| Annual return | 1.38% | 2.83%-1.5pp | 8.27%-6.9pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,016 | $2,643+14.1% | $3,382-10.8% | $3,192-5.5% |
| Admin fee / account holder | $854 | $3,885-78.0% | $5,275-83.8% | $4,297-80.1% |