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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 | $13,546 | $40,263-66.4% | $57,347-76.4% | $59,632-77.3% |
| Participation rate | 62.1% | 69.2%-7.0pp | 75.1%-13.0pp | 68.7%-6.5pp |
| Annual return | 0.57% | 27.50%-26.9pp | 24.40%-23.8pp | 2041.32%-2040.8pp |
| Employer contribution / active EE | $398 | $1,922-79.3% | $2,689-85.2% | $2,203-81.9% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,387 | $2,819+20.2% | $3,356+0.9% | $4,297-21.2% |