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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 | $19,649 | $43,338-54.7% | $59,887-67.2% | $64,173-69.4% |
| Participation rate | 51.9% | 69.2%-17.2pp | 74.7%-22.8pp | 69.6%-17.6pp |
| Annual return | 0.00% | -1.55%+1.6pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,225 | $2,030-39.7% | $2,722-55.0% | $2,381-48.6% |
| Participant deferral / active EE | $1,644 | $2,547-35.5% | $3,402-51.7% | $3,470-52.6% |
| Admin fee / account holder | $5,873 | $3,007+95.3% | $3,591+63.5% | $4,887+20.2% |