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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 | $54,683 | $84,518-35.3% | $67,704-19.2% | $125,389-56.4% |
| Participation rate | 47.1% | 74.8%-27.7pp | 67.5%-20.5pp | 83.2%-36.1pp |
| Annual return | 0.66% | 2.57%-1.9pp | 25.41%-24.7pp | 282.24%-281.6pp |
| Employer contribution / active EE | $399 | $3,292-87.9% | $2,559-84.4% | $4,866-91.8% |
| Participant deferral / active EE | $1,106 | $4,430-75.0% | $3,585-69.1% | $5,352-79.3% |
| Admin fee / account holder | $397 | $5,340-92.6% | $4,255-90.7% | $9,541-95.8% |