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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 | $31,843 | $91,198-65.1% | $178,503-82.2% | $79,856-60.1% |
| Participation rate | 51.9% | 69.2%-17.3pp | 81.9%-30.0pp | 69.6%-17.7pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $590 | $3,257-81.9% | $5,011-88.2% | $2,471-76.1% |
| Participant deferral / active EE | $3,364 | $3,237+3.9% | $5,202-35.3% | $3,741-10.1% |
| Admin fee / account holder | $317 | $6,748-95.3% | $13,987-97.7% | $5,306-94.0% |