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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 | $21,485 | $39,132-45.1% | $57,196-62.4% | $62,881-65.8% |
| Participation rate | 50.6% | 70.5%-19.9pp | 75.3%-24.7pp | 69.3%-18.7pp |
| Annual return | 2.68% | 9.24%-6.6pp | 14.59%-11.9pp | 20.14%-17.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $760 | $2,374-68.0% | $3,096-75.5% | $3,203-76.3% |
| Admin fee / account holder | $2,455 | $2,594-5.3% | $3,141-21.8% | $4,296-42.8% |