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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 | $20,865 | $69,518-70.0% | $59,883-65.2% | $135,382-84.6% |
| Participation rate | 17.6% | 77.8%-60.2pp | 74.7%-57.1pp | 82.6%-65.0pp |
| Annual return | 0.22% | 7.95%-7.7pp | 3.46%-3.2pp | 519.77%-519.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,094 | $4,204-50.2% | $3,402-38.4% | $5,609-62.7% |
| Admin fee / account holder | $9,518 | $5,734+66.0% | $3,591+165.1% | $10,829-12.1% |