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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 | $56,865 | $52,836+7.6% | $105,736-46.2% | $64,173-11.4% |
| Participation rate | 60.0% | 66.5%-6.5pp | 76.3%-16.3pp | 69.6%-9.6pp |
| Annual return | -2.76% | 14.30%-17.1pp | 6.27%-9.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,195 | $2,545-13.8% | $4,080-46.2% | $3,470-36.7% |
| Admin fee / account holder | $649 | $3,959-83.6% | $6,913-90.6% | $4,887-86.7% |