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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 | $43,031 | $72,177-40.4% | $115,038-62.6% | $59,633-27.8% |
| Participation rate | 46.2% | 72.6%-26.4pp | 81.4%-35.2pp | 68.7%-22.5pp |
| Annual return | -1.82% | 12.02%-13.8pp | 26.14%-28.0pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,846 | $4,783+84.9% | $6,026+46.8% | $3,192+177.2% |
| Admin fee / account holder | $12,275 | $4,927+149.1% | $8,175+50.2% | $4,297+185.7% |