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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 | $34,200 | $72,273-52.7% | $101,275-66.2% | $79,856-57.2% |
| Participation rate | 41.4% | 68.5%-27.1pp | 75.8%-34.4pp | 69.6%-28.3pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $994 | $2,691-63.1% | $3,660-72.8% | $2,471-59.8% |
| Participant deferral / active EE | $1,747 | $3,282-46.8% | $4,371-60.0% | $3,741-53.3% |
| Admin fee / account holder | $679 | $4,401-84.6% | $5,948-88.6% | $5,306-87.2% |