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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 | $21,903 | $63,082-65.3% | $81,716-73.2% | $79,852-72.6% |
| Participation rate | 56.0% | 67.5%-11.5pp | 72.0%-16.0pp | 69.6%-13.6pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,136 | $1,795-36.7% | $4,310-73.6% | $2,471-54.0% |
| Participant deferral / active EE | $3,299 | $2,780+18.6% | $7,108-53.6% | $3,740-11.8% |
| Admin fee / account holder | $4,957 | $4,428+11.9% | $5,159-3.9% | $5,306-6.6% |