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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 | $27,234 | $40,275-32.4% | $57,356-52.5% | $59,633-54.3% |
| Participation rate | 63.6% | 69.1%-5.5pp | 75.1%-11.4pp | 68.7%-5.0pp |
| Annual return | 0.45% | 27.52%-27.1pp | 24.41%-24.0pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $382 | $1,921-80.1% | $2,689-85.8% | $2,203-82.6% |
| Participant deferral / active EE | $1,315 | $2,400-45.2% | $3,162-58.4% | $3,192-58.8% |
| Admin fee / account holder | $333 | $2,820-88.2% | $3,357-90.1% | $4,297-92.3% |