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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 | $15,138 | $39,132-61.3% | $57,196-73.5% | $62,881-75.9% |
| Participation rate | 8.3% | 70.5%-62.1pp | 75.3%-67.0pp | 69.3%-61.0pp |
| Annual return | 5.38% | 9.24%-3.9pp | 14.59%-9.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $546 | $1,874-70.9% | $2,683-79.7% | $2,281-76.1% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,463 | $2,594+33.5% | $3,141+10.3% | $4,296-19.4% |