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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 | $25,284 | $62,583-59.6% | $76,767-67.1% | $64,173-60.6% |
| Participation rate | 63.6% | 72.8%-9.2pp | 77.0%-13.3pp | 69.6%-5.9pp |
| Annual return | -1.93% | -1.95%0pp | 2.43%-4.4pp | 7.63%-9.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,543 | $3,145-50.9% | $3,852-59.9% | $3,470-55.5% |
| Admin fee / account holder | $1,639 | $4,667-64.9% | $6,675-75.4% | $4,887-66.5% |