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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 | $12,340 | $43,344-71.5% | $59,899-79.4% | $64,173-80.8% |
| Participation rate | 62.1% | 69.2%-7.1pp | 74.7%-12.6pp | 69.6%-7.5pp |
| Annual return | 4.28% | -1.55%+5.8pp | 3.46%+0.8pp | 7.63%-3.4pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,685 | $2,547-33.8% | $3,402-50.5% | $3,470-51.4% |
| Admin fee / account holder | $1,104 | $3,008-63.3% | $3,592-69.3% | $4,887-77.4% |