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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 | $22,631 | $52,379-56.8% | $46,225-51.0% | $273,972-91.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.5%-12.8pp | 83.0%-16.3pp |
| Annual return | 2.78% | 7.23%-4.5pp | 7.57%-4.8pp | 41.46%-38.7pp |
| Employer contribution / active EE | $4,894 | $4,226+15.8% | $3,424+42.9% | $4,869+0.5% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $3,776-100.0% | $5,287-100.0% |
| Admin fee / account holder | $23,583 | $4,652+406.9% | $3,519+570.1% | $10,133+132.7% |