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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 | $12,247 | $47,848-74.4% | $81,473-85.0% | $70,126-82.5% |
| Participation rate | 51.7% | 58.3%-6.6pp | 68.0%-16.3pp | 69.5%-17.9pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,403 | $1,527-8.1% | $2,568-45.4% | $2,343-40.1% |
| Participant deferral / active EE | $2,446 | $2,453-0.3% | $3,537-30.8% | $3,332-26.6% |
| Admin fee / account holder | $341 | $3,145-89.2% | $4,561-92.5% | $4,645-92.7% |