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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 | $20,334 | $45,152-55.0% | $73,836-72.5% | $59,633-65.9% |
| Participation rate | 46.7% | 64.0%-17.4pp | 73.4%-26.8pp | 68.7%-22.0pp |
| Annual return | 0.01% | 27.40%-27.4pp | 2268.06%-2268.0pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $630 | $1,901-66.9% | $2,787-77.4% | $2,203-71.4% |
| Participant deferral / active EE | $1,479 | $2,573-42.5% | $3,583-58.7% | $3,192-53.7% |
| Admin fee / account holder | $5,431 | $3,515+54.5% | $4,882+11.3% | $4,297+26.4% |