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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 | $20,377 | $45,152-54.9% | $73,835-72.4% | $59,633-65.8% |
| Participation rate | 47.0% | 64.0%-17.0pp | 73.4%-26.5pp | 68.7%-21.7pp |
| Annual return | -2.50% | 27.40%-29.9pp | 2268.13%-2270.6pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,552 | $2,573-39.7% | $3,583-56.7% | $3,192-51.4% |
| Admin fee / account holder | $518 | $3,515-85.3% | $4,880-89.4% | $4,297-88.0% |