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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 | $32,576 | $72,177-54.9% | $115,037-71.7% | $59,633-45.4% |
| Participation rate | 57.8% | 72.6%-14.7pp | 81.4%-23.6pp | 68.7%-10.9pp |
| Annual return | -1.24% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $1,995 | $2,841-29.8% | $4,608-56.7% | $2,203-9.4% |
| Participant deferral / active EE | $4,741 | $4,783-0.9% | $6,026-21.3% | $3,192+48.6% |
| Admin fee / account holder | $1,474 | $4,927-70.1% | $8,175-82.0% | $4,297-65.7% |