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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 | $80,812-32.2% | $160,784-65.9% | $82,448-33.5% |
| Participation rate | 60.6% | 66.2%-5.6pp | 77.0%-16.3pp | 68.1%-7.5pp |
| Annual return | 0.00% | 100.59%-100.6pp | 1803.92%-1803.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $2,017 | $2,174-7.2% | $3,733-46.0% | $2,551-20.9% |
| Participant deferral / active EE | $1,842 | $4,335-57.5% | $6,293-70.7% | $4,139-55.5% |
| Admin fee / account holder | $441 | $7,695-94.3% | $9,717-95.5% | $7,234-93.9% |