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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 | $57,212 | $84,518-32.3% | $67,704-15.5% | $125,389-54.4% |
| Participation rate | 15.4% | 74.8%-59.4pp | 67.5%-52.1pp | 83.2%-67.8pp |
| Annual return | 0.07% | 2.57%-2.5pp | 25.41%-25.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,520 | $4,430-20.5% | $3,585-1.8% | $5,352-34.2% |
| Admin fee / account holder | $43,273 | $5,340+710.3% | $4,255+917.0% | $9,541+353.6% |