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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 | $33,055 | $82,028-59.7% | $123,105-73.1% | $59,633-44.6% |
| Participation rate | 49.1% | 83.2%-34.1pp | 86.8%-37.7pp | 68.7%-19.5pp |
| Annual return | 0.79% | 5.12%-4.3pp | 13.22%-12.4pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,414 | $4,667-5.4% | $6,229-29.1% | $3,192+38.3% |
| Admin fee / account holder | $1,326 | $5,879-77.4% | $9,014-85.3% | $4,297-69.1% |