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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 | $21,659 | $52,467-58.7% | $57,196-62.1% | $55,167-60.7% |
| Participation rate | 59.0% | 75.8%-16.8pp | 75.3%-16.3pp | 69.0%-10.0pp |
| Annual return | 6.56% | 7.72%-1.2pp | 14.59%-8.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,719 | $2,830-39.2% | $3,096-44.5% | $3,054-43.7% |
| Admin fee / account holder | $1,383 | $269+413.8% | $3,141-56.0% | $504+174.4% |