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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 | $35,381 | $52,911-33.1% | $73,309-51.7% | $59,633-40.7% |
| Participation rate | 18.5% | 68.2%-49.8pp | 74.9%-56.4pp | 68.7%-50.2pp |
| Annual return | 0.66% | 12.20%-11.5pp | 5.67%-5.0pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,690 | $4,069-33.9% | $4,991-46.1% | $3,192-15.7% |
| Admin fee / account holder | $14,229 | $3,835+271.1% | $5,635+152.5% | $4,297+231.2% |