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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 | $24,306 | $39,132-37.9% | $57,196-57.5% | $62,881-61.3% |
| Participation rate | 21.4% | 70.5%-49.1pp | 75.3%-53.9pp | 69.3%-47.9pp |
| Annual return | 5.59% | 9.24%-3.6pp | 14.59%-9.0pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $747 | $2,374-68.6% | $3,096-75.9% | $3,203-76.7% |
| Admin fee / account holder | $585 | $2,594-77.5% | $3,141-81.4% | $4,296-86.4% |