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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 | $23,396 | $84,518-72.3% | $67,704-65.4% | $125,389-81.3% |
| Participation rate | 58.3% | 74.8%-16.5pp | 67.5%-9.2pp | 83.2%-24.9pp |
| Annual return | 0.77% | 2.57%-1.8pp | 25.41%-24.6pp | 282.24%-281.5pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,605 | $4,430-63.8% | $3,585-55.2% | $5,352-70.0% |
| Admin fee / account holder | $2,632 | $5,340-50.7% | $4,255-38.1% | $9,541-72.4% |