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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 | $33,681 | $51,769-34.9% | $57,356-41.3% | $52,331-35.6% |
| Participation rate | 56.6% | 75.2%-18.6pp | 75.1%-18.5pp | 68.1%-11.5pp |
| Annual return | 0.24% | 2.43%-2.2pp | 24.41%-24.2pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,097 | $2,335-53.0% | $2,689-59.2% | $1,882-41.7% |
| Participant deferral / active EE | $1,312 | $2,794-53.1% | $3,162-58.5% | $3,022-56.6% |
| Admin fee / account holder | $909 | $295+208.5% | $3,357-72.9% | $592+53.7% |