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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 | $48,716 | $56,200-13.3% | $67,653-28.0% | $59,633-18.3% |
| Participation rate | 43.1% | 71.5%-28.4pp | 75.7%-32.6pp | 68.7%-25.6pp |
| Annual return | 0.02% | 18506.71%-18506.7pp | 6625.22%-6625.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,755 | $2,843-38.3% | $3,560-50.7% | $3,192-45.0% |
| Admin fee / account holder | $3,875 | $3,959-2.1% | $4,821-19.6% | $4,297-9.8% |