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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 | $107,478 | $167,352-35.8% | $143,788-25.3% | $134,509-20.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | 0.39% | 0.47%-0.1pp | -0.03%+0.4pp | 418.13%-417.7pp |
| Employer contribution / active EE | $1,665 | $5,620-70.4% | $4,952-66.4% | $4,741-64.9% |
| Participant deferral / active EE | $4,261 | $6,447-33.9% | $5,638-24.4% | $6,400-33.4% |
| Admin fee / account holder | $478 | $18,091-97.4% | $14,675-96.7% | $11,427-95.8% |