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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 | $21,411 | $50,464-57.6% | $75,784-71.7% | $52,331-59.1% |
| Participation rate | 54.7% | 66.8%-12.1pp | 75.8%-21.1pp | 68.1%-13.4pp |
| Annual return | -0.20% | 1.03%-1.2pp | 9.68%-9.9pp | 4.54%-4.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,159 | $2,570-54.9% | $3,652-68.3% | $3,022-61.6% |
| Admin fee / account holder | $690 | $1,103-37.4% | $5,300-87.0% | $592+16.7% |