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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 | $32,780 | $52,678-37.8% | $75,784-56.7% | $59,633-45.0% |
| Participation rate | 31.8% | 67.2%-35.4pp | 75.8%-44.0pp | 68.7%-36.9pp |
| Annual return | -2.05% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,088 | $2,591-58.0% | $3,652-70.2% | $3,192-65.9% |
| Admin fee / account holder | $1,813 | $3,610-49.8% | $5,300-65.8% | $4,297-57.8% |