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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 | $26,483 | $78,694-66.3% | $67,652-60.9% | $125,389-78.9% |
| Participation rate | 68.4% | 78.8%-10.4pp | 75.7%-7.2pp | 83.2%-14.8pp |
| Annual return | 0.72% | 9.46%-8.7pp | 6625.40%-6624.7pp | 282.24%-281.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,985 | $4,292-53.8% | $3,560-44.2% | $5,352-62.9% |
| Admin fee / account holder | $4,367 | $7,403-41.0% | $4,821-9.4% | $9,541-54.2% |