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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 | $45,256 | $65,712-31.1% | $57,196-20.9% | $273,972-83.5% |
| Participation rate | 36.8% | 78.3%-41.5pp | 75.3%-38.5pp | 83.0%-46.2pp |
| Annual return | 0.00% | 22.01%-22.0pp | 14.59%-14.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,368 | $3,280-58.3% | $2,683-49.0% | $4,869-71.9% |
| Participant deferral / active EE | $950 | $3,782-74.9% | $3,096-69.3% | $5,287-82.0% |
| Admin fee / account holder | $515 | $4,838-89.4% | $3,141-83.6% | $10,133-94.9% |