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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 | $41,535 | $56,047-25.9% | $98,716-57.9% | $79,634-47.8% |
| Participation rate | 22.1% | 54.6%-32.5pp | 69.3%-47.2pp | 62.5%-40.4pp |
| Annual return | 0.00% | 17.58%-17.6pp | 31.81%-31.8pp | 36.46%-36.5pp |
| Employer contribution / active EE | $135 | $1,237-89.1% | $2,279-94.1% | $2,529-94.7% |
| Participant deferral / active EE | $1,281 | $2,469-48.1% | $4,048-68.4% | $3,835-66.6% |
| Admin fee / account holder | $1,461 | $1,512-3.4% | $8,703-83.2% | $1,002+45.8% |