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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 | $63,147 | $39,132+61.4% | $57,196+10.4% | $62,881+0.4% |
| Participation rate | 48.3% | 70.5%-22.2pp | 75.3%-27.1pp | 69.3%-21.0pp |
| Annual return | 1.15% | 9.24%-8.1pp | 14.59%-13.4pp | 20.14%-19.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,077 | $2,374-12.5% | $3,096-32.9% | $3,203-35.1% |
| Admin fee / account holder | $5,212 | $2,594+100.9% | $3,141+66.0% | $4,296+21.3% |