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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 | $36,744 | $53,162-30.9% | $91,227-59.7% | $68,490-46.4% |
| Participation rate | 54.8% | 63.2%-8.4pp | 73.2%-18.4pp | 67.9%-13.1pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.14%-114.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $885 | $1,709-48.2% | $2,851-68.9% | $2,597-65.9% |
| Participant deferral / active EE | $2,010 | $2,974-32.4% | $4,234-52.5% | $4,028-50.1% |
| Admin fee / account holder | $989 | $4,493-78.0% | $5,423-81.8% | $5,403-81.7% |