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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 | $36,420 | $48,314-24.6% | $67,561-46.1% | $80,925-55.0% |
| Participation rate | 38.2% | 66.4%-28.2pp | 72.9%-34.7pp | 67.7%-29.4pp |
| Annual return | 13.87% | 18.28%-4.4pp | 3525.44%-3511.6pp | 35.65%-21.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $941 | $2,927-67.8% | $4,003-76.5% | $4,299-78.1% |
| Admin fee / account holder | $532 | $3,690-85.6% | $4,006-86.7% | $6,940-92.3% |