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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 | $19,428 | $45,438-57.2% | $80,004-75.7% | $59,633-67.4% |
| Participation rate | 46.0% | 63.7%-17.7pp | 73.0%-27.0pp | 68.7%-22.6pp |
| Annual return | 0.09% | 5.10%-5.0pp | 7.63%-7.5pp | 2041.40%-2041.3pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,911 | $2,231+30.5% | $3,204-9.1% | $3,192-8.8% |
| Admin fee / account holder | $989 | $3,464-71.5% | $5,033-80.4% | $4,297-77.0% |