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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 | $31,956 | $48,314-33.9% | $67,561-52.7% | $80,925-60.5% |
| Participation rate | 43.3% | 66.4%-23.1pp | 72.9%-29.6pp | 67.7%-24.3pp |
| Annual return | 16.64% | 18.28%-1.6pp | 3525.44%-3508.8pp | 35.65%-19.0pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,175 | $2,927+8.5% | $4,003-20.7% | $4,299-26.1% |
| Admin fee / account holder | $10,686 | $3,690+189.6% | $4,006+166.8% | $6,940+54.0% |