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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 | $16,309 | $54,757-70.2% | $90,304-81.9% | $72,975-77.7% |
| Participation rate | 40.3% | 65.2%-24.9pp | 73.3%-33.0pp | 69.5%-29.2pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.13%-78.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $811 | $2,093-61.3% | $2,855-71.6% | $2,440-66.8% |
| Participant deferral / active EE | $1,267 | $2,887-56.1% | $3,885-67.4% | $3,608-64.9% |
| Admin fee / account holder | $610 | $3,973-84.6% | $5,354-88.6% | $5,124-88.1% |