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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 | $25,777 | $81,358-68.3% | $155,556-83.4% | $80,959-68.2% |
| Participation rate | 51.5% | 66.3%-14.8pp | 78.2%-26.7pp | 67.7%-16.2pp |
| Annual return | 0.00% | 33.39%-33.4pp | 64.84%-64.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $3,433 | $3,106+10.5% | $4,675-26.6% | $2,757+24.5% |
| Participant deferral / active EE | $1,157 | $3,455-66.5% | $5,631-79.5% | $4,300-73.1% |
| Admin fee / account holder | $321 | $7,994-96.0% | $15,885-98.0% | $6,925-95.4% |