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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 | $42,292 | $52,678-19.7% | $75,784-44.2% | $59,633-29.1% |
| Participation rate | 53.1% | 67.2%-14.1pp | 75.8%-22.7pp | 68.7%-15.5pp |
| Annual return | -1.88% | 2.95%-4.8pp | 9.68%-11.6pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,392 | $2,591-46.3% | $3,652-61.9% | $3,192-56.4% |
| Admin fee / account holder | $887 | $3,610-75.4% | $5,300-83.3% | $4,297-79.4% |