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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 | $56,823 | $40,264+41.1% | $57,349-0.9% | $59,633-4.7% |
| Participation rate | 40.0% | 69.2%-29.2pp | 75.1%-35.1pp | 68.7%-28.7pp |
| Annual return | -1.62% | 27.51%-29.1pp | 24.40%-26.0pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,827 | $2,400-23.9% | $3,162-42.2% | $3,192-42.8% |
| Admin fee / account holder | $8,454 | $2,819+199.9% | $3,356+151.9% | $4,297+96.7% |