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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 | $54,803 | $90,400-39.4% | $186,193-70.6% | $87,485-37.4% |
| Participation rate | 60.6% | 66.2%-5.6pp | 77.1%-16.5pp | 68.9%-8.3pp |
| Annual return | 0.00% | 22.15%-22.1pp | 78.03%-78.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $2,017 | $2,170-7.0% | $3,918-48.5% | $2,596-22.3% |
| Participant deferral / active EE | $1,842 | $4,330-57.5% | $6,513-71.7% | $4,274-56.9% |
| Admin fee / account holder | $441 | $8,673-94.9% | $11,058-96.0% | $7,775-94.3% |