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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 | $57,118 | $106,115-46.2% | $85,969-33.6% | $125,389-54.4% |
| Participation rate | 37.5% | 84.1%-46.6pp | 76.5%-39.0pp | 83.2%-45.7pp |
| Annual return | -0.11% | 13.93%-14.0pp | 9.32%-9.4pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,851 | $4,859-41.3% | $3,829-25.5% | $5,352-46.7% |
| Admin fee / account holder | $57,780 | $8,144+609.5% | $6,053+854.5% | $9,541+505.6% |