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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 | $19,764 | $41,377-52.2% | $109,313-81.9% | $62,881-68.6% |
| Participation rate | 60.0% | 57.5%+2.5pp | 71.3%-11.3pp | 69.3%-9.3pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,504 | $1,276+17.9% | $3,892-61.4% | $2,281-34.0% |
| Participant deferral / active EE | $3,088 | $2,045+51.0% | $3,166-2.5% | $3,203-3.6% |
| Admin fee / account holder | $471 | $2,884-83.7% | $5,666-91.7% | $4,296-89.0% |