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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 | $50,090 | $65,704-23.8% | $94,229-46.8% | $59,633-16.0% |
| Participation rate | 69.0% | 72.1%-3.2pp | 78.8%-9.8pp | 68.7%+0.3pp |
| Annual return | 1.14% | 5.22%-4.1pp | 10.68%-9.5pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,811 | $3,143-42.4% | $4,320-58.1% | $3,192-43.3% |
| Admin fee / account holder | $1,947 | $4,265-54.3% | $6,269-68.9% | $4,297-54.7% |