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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 | $72,869 | $40,275+80.9% | $57,356+27.0% | $59,633+22.2% |
| Participation rate | 28.9% | 69.1%-40.2pp | 75.1%-46.1pp | 68.7%-39.7pp |
| Annual return | 2.17% | 27.52%-25.4pp | 24.41%-22.2pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,307 | $2,400-3.9% | $3,162-27.0% | $3,192-27.7% |
| Admin fee / account holder | $6,171 | $2,820+118.8% | $3,357+83.8% | $4,297+43.6% |