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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 | $20,792 | $51,769-59.8% | $57,356-63.7% | $52,331-60.3% |
| Participation rate | 52.9% | 75.2%-22.3pp | 75.1%-22.1pp | 68.1%-15.2pp |
| Annual return | -0.26% | 2.43%-2.7pp | 24.41%-24.7pp | 4.54%-4.8pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,750 | $2,794-37.4% | $3,162-44.7% | $3,022-42.1% |
| Admin fee / account holder | $9,270 | $295+3044.8% | $3,357+176.1% | $592+1466.9% |