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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 | $43,603 | $84,684-48.5% | $73,835-40.9% | $125,388-65.2% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | 0.39% | 3123.93%-3123.5pp | 2268.13%-2267.7pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,569 | $3,123-49.8% | $2,788-43.7% | $4,866-67.8% |
| Participant deferral / active EE | $1,610 | $3,993-59.7% | $3,583-55.1% | $5,352-69.9% |
| Admin fee / account holder | $572 | $5,691-89.9% | $4,880-88.3% | $9,541-94.0% |