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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 | $13,222 | $40,275-67.2% | $57,356-76.9% | $59,633-77.8% |
| Participation rate | 60.0% | 69.1%-9.1pp | 75.1%-15.1pp | 68.7%-8.7pp |
| Annual return | 0.00% | 27.52%-27.5pp | 24.41%-24.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,866 | $1,921-2.9% | $2,689-30.6% | $2,203-15.3% |
| Participant deferral / active EE | $4,000 | $2,400+66.7% | $3,162+26.5% | $3,192+25.3% |
| Admin fee / account holder | $2,141 | $2,820-24.1% | $3,357-36.2% | $4,297-50.2% |