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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 | $27,821 | $81,358-65.8% | $155,556-82.1% | $80,959-65.6% |
| Participation rate | 43.9% | 66.3%-22.4pp | 78.2%-34.3pp | 67.7%-23.8pp |
| Annual return | 0.00% | 33.39%-33.4pp | 64.84%-64.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $502 | $3,106-83.8% | $4,675-89.3% | $2,757-81.8% |
| Participant deferral / active EE | $1,849 | $3,455-46.5% | $5,631-67.2% | $4,300-57.0% |
| Admin fee / account holder | $399 | $7,994-95.0% | $15,885-97.5% | $6,925-94.2% |