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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 | $37,413 | $82,032-54.4% | $123,106-69.6% | $59,632-37.3% |
| Participation rate | 68.5% | 83.2%-14.7pp | 86.8%-18.3pp | 68.7%-0.2pp |
| Annual return | -0.41% | 5.12%-5.5pp | 13.22%-13.6pp | 2041.32%-2041.7pp |
| Employer contribution / active EE | $2,685 | $3,297-18.5% | $5,151-47.9% | $2,203+21.9% |
| Participant deferral / active EE | $5,299 | $4,667+13.6% | $6,229-14.9% | $3,192+66.0% |
| Admin fee / account holder | $1,083 | $5,881-81.6% | $9,015-88.0% | $4,297-74.8% |