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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 | $97,675 | $105,623-7.5% | $87,502+11.6% | $273,972-64.3% |
| Participation rate | 33.3% | 78.2%-44.9pp | 73.8%-40.5pp | 83.0%-49.7pp |
| Annual return | 0.00% | 12.26%-12.3pp | 12.21%-12.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,600 | $3,6010% | $3,149+14.3% | $5,287-31.9% |
| Admin fee / account holder | $21,770 | $4,781+355.4% | $4,221+415.8% | $10,133+114.9% |