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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 | $28,872 | $72,177-60.0% | $115,038-74.9% | $59,633-51.6% |
| Participation rate | 61.0% | 72.6%-11.6pp | 81.4%-20.4pp | 68.7%-7.7pp |
| Annual return | 0.50% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $1,013 | $2,841-64.3% | $4,608-78.0% | $2,203-54.0% |
| Participant deferral / active EE | $3,110 | $4,783-35.0% | $6,026-48.4% | $3,192-2.6% |
| Admin fee / account holder | $1,299 | $4,927-73.6% | $8,175-84.1% | $4,297-69.8% |