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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 | $21,704 | $43,344-49.9% | $59,899-63.8% | $64,173-66.2% |
| Participation rate | 62.1% | 69.2%-7.1pp | 74.7%-12.6pp | 69.6%-7.5pp |
| Annual return | -5.10% | -1.55%-3.6pp | 3.46%-8.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,405 | $2,030-30.8% | $2,723-48.4% | $2,381-41.0% |
| Participant deferral / active EE | $2,320 | $2,547-8.9% | $3,402-31.8% | $3,470-33.1% |
| Admin fee / account holder | $851 | $3,008-71.7% | $3,592-76.3% | $4,887-82.6% |