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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 | $30,797 | $65,704-53.1% | $94,229-67.3% | $59,633-48.4% |
| Participation rate | 66.7% | 72.1%-5.5pp | 78.8%-12.1pp | 68.7%-2.0pp |
| Annual return | -1.23% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,635 | $2,021-19.1% | $3,587-54.4% | $2,203-25.8% |
| Participant deferral / active EE | $3,994 | $3,143+27.1% | $4,320-7.6% | $3,192+25.1% |
| Admin fee / account holder | $390 | $4,265-90.8% | $6,269-93.8% | $4,297-90.9% |