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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 | $13,022 | $84,518-84.6% | $67,704-80.8% | $125,388-89.6% |
| Participation rate | 39.1% | 74.8%-35.7pp | 67.5%-28.4pp | 83.2%-44.1pp |
| Annual return | -0.90% | 2.57%-3.5pp | 25.41%-26.3pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,556 | $4,430-42.3% | $3,585-28.7% | $5,352-52.2% |
| Admin fee / account holder | $5,782 | $5,340+8.3% | $4,255+35.9% | $9,541-39.4% |