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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 | $24,035 | $40,275-40.3% | $57,356-58.1% | $59,633-59.7% |
| Participation rate | 50.0% | 69.1%-19.1pp | 75.1%-25.1pp | 68.7%-18.7pp |
| Annual return | -0.33% | 27.52%-27.9pp | 24.41%-24.7pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $313 | $1,921-83.7% | $2,689-88.4% | $2,203-85.8% |
| Participant deferral / active EE | $815 | $2,400-66.1% | $3,162-74.2% | $3,192-74.5% |
| Admin fee / account holder | $981 | $2,820-65.2% | $3,357-70.8% | $4,297-77.2% |