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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 | $31,167 | $40,275-22.6% | $57,356-45.7% | $59,633-47.7% |
| Participation rate | 34.8% | 69.1%-34.4pp | 75.1%-40.3pp | 68.7%-33.9pp |
| Annual return | -0.50% | 27.52%-28.0pp | 24.41%-24.9pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $690 | $1,921-64.1% | $2,689-74.3% | $2,203-68.7% |
| Participant deferral / active EE | $1,550 | $2,400-35.4% | $3,162-51.0% | $3,192-51.4% |
| Admin fee / account holder | $923 | $2,820-67.3% | $3,357-72.5% | $4,297-78.5% |