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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 | $48,274 | $59,332-18.6% | $90,223-46.5% | $59,633-19.0% |
| Participation rate | 61.5% | 71.9%-10.4pp | 79.0%-17.5pp | 68.7%-7.1pp |
| Annual return | -1.18% | 3.25%-4.4pp | 1.31%-2.5pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $4,378-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,828 | $4,369-35.3% | $5,792-51.2% | $3,192-11.4% |
| Admin fee / account holder | $1,021 | $5,032-79.7% | $7,406-86.2% | $4,297-76.2% |