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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 | $21,099 | $87,546-75.9% | $75,784-72.2% | $125,389-83.2% |
| Participation rate | 61.5% | 80.2%-18.6pp | 75.8%-14.3pp | 83.2%-21.7pp |
| Annual return | 0.21% | 13.49%-13.3pp | 9.68%-9.5pp | 282.24%-282.0pp |
| Employer contribution / active EE | $1,379 | $3,930-64.9% | $3,323-58.5% | $4,866-71.7% |
| Participant deferral / active EE | $1,406 | $4,230-66.8% | $3,652-61.5% | $5,352-73.7% |
| Admin fee / account holder | $13,622 | $6,503+109.5% | $5,300+157.0% | $9,541+42.8% |