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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 | $26,111 | $72,177-63.8% | $115,038-77.3% | $59,633-56.2% |
| Participation rate | 30.5% | 72.6%-42.0pp | 81.4%-50.9pp | 68.7%-38.2pp |
| Annual return | 0.72% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,370 | $4,783-29.5% | $6,026-44.1% | $3,192+5.6% |
| Admin fee / account holder | $8,219 | $4,927+66.8% | $8,175+0.5% | $4,297+91.3% |