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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 | $40,790 | $65,704-37.9% | $94,229-56.7% | $59,633-31.6% |
| Participation rate | 57.6% | 72.1%-14.5pp | 78.8%-21.2pp | 68.7%-11.1pp |
| Annual return | -1.87% | 5.22%-7.1pp | 10.68%-12.6pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,100 | $2,021-45.5% | $3,587-69.3% | $2,203-50.0% |
| Participant deferral / active EE | $2,646 | $3,143-15.8% | $4,320-38.8% | $3,192-17.1% |
| Admin fee / account holder | $1,497 | $4,265-64.9% | $6,269-76.1% | $4,297-65.2% |