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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 | $31,062 | $69,518-55.3% | $59,887-48.1% | $135,379-77.1% |
| Participation rate | 52.2% | 77.8%-25.7pp | 74.7%-22.5pp | 82.6%-30.5pp |
| Annual return | -3.26% | 7.95%-11.2pp | 3.46%-6.7pp | 519.79%-523.1pp |
| Employer contribution / active EE | $1,484 | $3,235-54.1% | $2,722-45.5% | $4,779-69.0% |
| Participant deferral / active EE | $1,964 | $4,204-53.3% | $3,402-42.3% | $5,609-65.0% |
| Admin fee / account holder | $2,397 | $5,734-58.2% | $3,591-33.3% | $10,828-77.9% |