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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 | $36,161 | $57,352-36.9% | $83,830-56.9% | $64,173-43.7% |
| Participation rate | 49.2% | 68.6%-19.4pp | 76.1%-27.0pp | 69.6%-20.4pp |
| Annual return | 8.64% | 11.38%-2.7pp | 850.97%-842.3pp | 7.63%+1.0pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,566 | $2,993-47.7% | $4,082-61.6% | $3,470-54.9% |
| Admin fee / account holder | $765 | $4,046-81.1% | $5,479-86.0% | $4,887-84.4% |