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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 | $53,772 | $56,200-4.3% | $67,653-20.5% | $59,633-9.8% |
| Participation rate | 45.3% | 71.5%-26.2pp | 75.7%-30.4pp | 68.7%-23.4pp |
| Annual return | 0.97% | 18506.71%-18505.7pp | 6625.22%-6624.2pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,188 | $2,843-23.0% | $3,560-38.5% | $3,192-31.4% |
| Admin fee / account holder | $5,871 | $3,959+48.3% | $4,821+21.8% | $4,297+36.6% |