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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 | $27,314 | $45,566-40.1% | $64,105-57.4% | $59,633-54.2% |
| Participation rate | 48.2% | 60.2%-12.0pp | 68.2%-20.0pp | 68.7%-20.5pp |
| Annual return | 0.14% | 4.95%-4.8pp | 791.24%-791.1pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $979 | $934+4.8% | $1,820-46.2% | $2,203-55.5% |
| Participant deferral / active EE | $2,475 | $2,057+20.3% | $2,822-12.3% | $3,192-22.5% |
| Admin fee / account holder | $2,032 | $3,268-37.8% | $4,499-54.8% | $4,297-52.7% |