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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 | $25,460 | $37,134-31.4% | $100,671-74.7% | $52,331-51.3% |
| Participation rate | 31.4% | 57.7%-26.2pp | 70.7%-39.3pp | 68.1%-36.7pp |
| Annual return | -0.25% | 0.10%-0.4pp | 20.43%-20.7pp | 4.54%-4.8pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $924 | $2,163-57.3% | $3,144-70.6% | $3,022-69.4% |
| Admin fee / account holder | $521 | $467+11.5% | $4,850-89.3% | $592-12.0% |