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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 | $59,145 | $61,660-4.1% | $80,022-26.1% | $64,173-7.8% |
| Participation rate | 14.6% | 71.7%-57.1pp | 75.8%-61.2pp | 69.6%-55.0pp |
| Annual return | 0.53% | -0.33%+0.9pp | 11.22%-10.7pp | 7.63%-7.1pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,350 | $2,968-20.8% | $3,686-36.2% | $3,470-32.3% |
| Admin fee / account holder | $674 | $5,417-87.6% | $6,521-89.7% | $4,887-86.2% |