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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 | $94,246 | $53,596+75.8% | $90,657+4.0% | $64,173+46.9% |
| Participation rate | 22.1% | 64.5%-42.5pp | 74.0%-52.0pp | 69.6%-47.5pp |
| Annual return | -6.75% | 4.41%-11.2pp | 1.89%-8.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,050 | $2,459-57.3% | $3,424-69.3% | $3,470-69.7% |
| Admin fee / account holder | $547 | $3,868-85.9% | $4,994-89.1% | $4,887-88.8% |