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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 | $87,172 | $59,332+46.9% | $90,223-3.4% | $59,633+46.2% |
| Participation rate | 36.0% | 71.9%-35.9pp | 79.0%-43.0pp | 68.7%-32.7pp |
| Annual return | 0.22% | 3.25%-3.0pp | 1.31%-1.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $4,378-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,018 | $4,369-30.9% | $5,792-47.9% | $3,192-5.4% |
| Admin fee / account holder | $26,313 | $5,032+422.9% | $7,406+255.3% | $4,297+512.4% |