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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 | $30,523 | $75,832-59.7% | $147,617-79.3% | $59,633-48.8% |
| Participation rate | 56.3% | 71.6%-15.3pp | 84.6%-28.4pp | 68.7%-12.4pp |
| Annual return | 1.33% | 0.37%+1.0pp | 61.98%-60.7pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,627 | $3,131-48.0% | $4,895-66.8% | $3,192-49.0% |
| Admin fee / account holder | $2,876 | $5,986-52.0% | $11,612-75.2% | $4,297-33.1% |