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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 | $33,284 | $72,177-53.9% | $115,038-71.1% | $59,633-44.2% |
| Participation rate | 58.0% | 72.6%-14.6pp | 81.4%-23.4pp | 68.7%-10.7pp |
| Annual return | -1.26% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,357 | $4,783-29.8% | $6,026-44.3% | $3,192+5.2% |
| Admin fee / account holder | $14,105 | $4,927+186.3% | $8,175+72.5% | $4,297+228.3% |