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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 | $27,352 | $64,311-57.5% | $57,356-52.3% | $125,389-78.2% |
| Participation rate | 17.6% | 78.6%-61.0pp | 75.1%-57.4pp | 83.2%-65.5pp |
| Annual return | 0.31% | 25.14%-24.8pp | 24.41%-24.1pp | 282.24%-281.9pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,225 | $3,846-42.2% | $3,162-29.6% | $5,352-58.4% |
| Admin fee / account holder | $612 | $5,243-88.3% | $3,357-81.8% | $9,541-93.6% |