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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 | $12,894 | $40,263-68.0% | $57,347-77.5% | $59,632-78.4% |
| Participation rate | 28.2% | 69.2%-41.0pp | 75.1%-46.9pp | 68.7%-40.5pp |
| Annual return | 0.42% | 27.50%-27.1pp | 24.40%-24.0pp | 2041.32%-2040.9pp |
| Employer contribution / active EE | $935 | $1,922-51.3% | $2,689-65.2% | $2,203-57.5% |
| Participant deferral / active EE | $3,189 | $2,400+32.9% | $3,162+0.9% | $3,192-0.1% |
| Admin fee / account holder | $1,056 | $2,819-62.5% | $3,356-68.5% | $4,297-75.4% |