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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 | $26,332 | $50,947-48.3% | $74,549-64.7% | $64,173-59.0% |
| Participation rate | 48.1% | 61.1%-12.9pp | 69.1%-21.0pp | 69.6%-21.4pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,589 | $1,115+42.5% | $1,961-19.0% | $2,381-33.2% |
| Participant deferral / active EE | $2,786 | $2,302+21.1% | $3,108-10.4% | $3,470-19.7% |
| Admin fee / account holder | $463 | $4,221-89.0% | $5,059-90.8% | $4,887-90.5% |