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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 | $74,101 | $82,028-9.7% | $123,105-39.8% | $59,633+24.3% |
| Participation rate | 58.5% | 83.2%-24.7pp | 86.8%-28.2pp | 68.7%-10.1pp |
| Annual return | 1.69% | 5.12%-3.4pp | 13.22%-11.5pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,930 | $4,667-37.2% | $6,229-53.0% | $3,192-8.2% |
| Admin fee / account holder | $1,234 | $5,879-79.0% | $9,014-86.3% | $4,297-71.3% |