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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 | $42,174 | $72,177-41.6% | $115,038-63.3% | $59,633-29.3% |
| Participation rate | 47.6% | 72.6%-24.9pp | 81.4%-33.7pp | 68.7%-21.1pp |
| Annual return | 0.64% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $1,384 | $2,841-51.3% | $4,608-70.0% | $2,203-37.1% |
| Participant deferral / active EE | $3,087 | $4,783-35.5% | $6,026-48.8% | $3,192-3.3% |
| Admin fee / account holder | $20,407 | $4,927+314.2% | $8,175+149.6% | $4,297+374.9% |