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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 | $49,981 | $39,162+27.6% | $100,671-50.4% | $59,633-16.2% |
| Participation rate | 32.1% | 55.9%-23.7pp | 70.7%-38.6pp | 68.7%-36.5pp |
| Annual return | -2.12% | 21.07%-23.2pp | 20.43%-22.5pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,650 | $1,992-17.1% | $3,144-47.5% | $3,192-48.3% |
| Admin fee / account holder | $959 | $2,969-67.7% | $4,850-80.2% | $4,297-77.7% |