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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 | $52,764 | $110,410-52.2% | $102,437-48.5% | $145,897-63.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 24.85%-24.9pp | 24.95%-24.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,573 | $4,217-62.7% | $3,871-59.4% | $4,663-66.3% |
| Participant deferral / active EE | $3,314 | $5,622-41.1% | $5,060-34.5% | $6,689-50.5% |
| Admin fee / account holder | $11,116 | $9,745+14.1% | $8,388+32.5% | $13,390-17.0% |