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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 | $24,258 | $73,863-67.2% | $143,797-83.1% | $68,490-64.6% |
| Participation rate | 51.4% | 66.7%-15.2pp | 80.3%-28.9pp | 67.9%-16.5pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,351 | $3,185-57.6% | $4,952-72.7% | $2,597-48.0% |
| Participant deferral / active EE | $1,697 | $3,385-49.9% | $5,638-69.9% | $4,028-57.9% |
| Admin fee / account holder | $1,264 | $5,756-78.0% | $14,679-91.4% | $5,403-76.6% |