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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 | $32,115 | $40,275-20.3% | $57,356-44.0% | $59,633-46.1% |
| Participation rate | 40.8% | 69.1%-28.3pp | 75.1%-34.3pp | 68.7%-27.9pp |
| Annual return | 5.92% | 27.52%-21.6pp | 24.41%-18.5pp | 2041.45%-2035.5pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $785 | $2,400-67.3% | $3,162-75.2% | $3,192-75.4% |
| Admin fee / account holder | $5,524 | $2,820+95.9% | $3,357+64.6% | $4,297+28.6% |