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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 | $16,318 | $52,379-68.8% | $46,225-64.7% | $273,972-94.0% |
| Participation rate | 53.3% | 84.0%-30.6pp | 79.5%-26.2pp | 83.0%-29.7pp |
| Annual return | 7.02% | 7.23%-0.2pp | 7.57%-0.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $4,226-100.0% | $3,424-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,411 | $4,660-48.3% | $3,776-36.1% | $5,287-54.4% |
| Admin fee / account holder | $7,062 | $4,652+51.8% | $3,519+100.7% | $10,133-30.3% |