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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 | $61,186 | $64,307-4.9% | $57,349+6.7% | $125,388-51.2% |
| Participation rate | 55.6% | 78.6%-23.1pp | 75.1%-19.5pp | 83.2%-27.6pp |
| Annual return | 1.64% | 25.14%-23.5pp | 24.40%-22.8pp | 282.24%-280.6pp |
| Employer contribution / active EE | $938 | $3,193-70.6% | $2,689-65.1% | $4,866-80.7% |
| Participant deferral / active EE | $0 | $3,847-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,609 | $5,242-50.2% | $3,356-22.3% | $9,541-72.7% |