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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 | $24,792 | $40,264-38.4% | $57,349-56.8% | $59,633-58.4% |
| Participation rate | 35.5% | 69.2%-33.6pp | 75.1%-39.6pp | 68.7%-33.1pp |
| Annual return | -0.01% | 27.51%-27.5pp | 24.40%-24.4pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $3,441 | $1,922+79.0% | $2,689+28.0% | $2,203+56.2% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,725 | $2,819+245.0% | $3,356+189.8% | $4,297+126.3% |