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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 | $29,486 | $64,307-54.1% | $57,349-48.6% | $125,388-76.5% |
| Participation rate | 31.6% | 78.6%-47.1pp | 75.1%-43.5pp | 83.2%-51.6pp |
| Annual return | -0.50% | 25.14%-25.6pp | 24.40%-24.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,979 | $3,193-38.0% | $2,689-26.4% | $4,866-59.3% |
| Participant deferral / active EE | $0 | $3,847-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,708 | $5,242-29.3% | $3,356+10.5% | $9,541-61.1% |