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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 | $33,193 | $39,162-15.2% | $100,671-67.0% | $59,633-44.3% |
| Participation rate | 41.0% | 55.9%-14.8pp | 70.7%-29.7pp | 68.7%-27.6pp |
| Annual return | -0.32% | 21.07%-21.4pp | 20.43%-20.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,810 | $1,992-9.1% | $3,144-42.4% | $3,192-43.3% |
| Admin fee / account holder | $616 | $2,969-79.3% | $4,850-87.3% | $4,297-85.7% |