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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 | $33,476 | $52,678-36.5% | $75,784-55.8% | $59,633-43.9% |
| Participation rate | 35.8% | 67.2%-31.4pp | 75.8%-40.0pp | 68.7%-32.8pp |
| Annual return | 0.38% | 2.95%-2.6pp | 9.68%-9.3pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,049 | $2,591-20.9% | $3,652-43.9% | $3,192-35.8% |
| Admin fee / account holder | $6,084 | $3,610+68.5% | $5,300+14.8% | $4,297+41.6% |