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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 | $58,598 | $53,412+9.7% | $68,509-14.5% | $52,331+12.0% |
| Participation rate | 39.6% | 71.7%-32.1pp | 74.7%-35.1pp | 68.1%-28.5pp |
| Annual return | 0.97% | 3.42%-2.5pp | 8.27%-7.3pp | 4.54%-3.6pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,518 | $2,688-43.5% | $3,382-55.1% | $3,022-49.8% |
| Admin fee / account holder | $3,767 | $461+717.3% | $5,275-28.6% | $592+536.7% |