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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 | $45,804 | $49,177-6.9% | $79,466-42.4% | $64,173-28.6% |
| Participation rate | 53.8% | 65.0%-11.2pp | 73.3%-19.5pp | 69.6%-15.7pp |
| Annual return | 0.27% | -1.16%+1.4pp | 718.28%-718.0pp | 7.63%-7.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,772 | $2,821-37.2% | $3,704-52.2% | $3,470-48.9% |
| Admin fee / account holder | $1,518 | $3,839-60.4% | $5,104-70.3% | $4,887-68.9% |