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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 | $57,225 | $72,177-20.7% | $115,038-50.3% | $59,633-4.0% |
| Participation rate | 68.0% | 72.6%-4.6pp | 81.4%-13.4pp | 68.7%-0.7pp |
| Annual return | -1.29% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,891 | $4,783-39.6% | $6,026-52.0% | $3,192-9.4% |
| Admin fee / account holder | $3,024 | $4,927-38.6% | $8,175-63.0% | $4,297-29.6% |