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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 | $21,429 | $72,177-70.3% | $115,038-81.4% | $59,633-64.1% |
| Participation rate | 52.6% | 72.6%-19.9pp | 81.4%-28.7pp | 68.7%-16.0pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,472 | $4,783-48.3% | $6,026-59.0% | $3,192-22.5% |
| Admin fee / account holder | $473 | $4,927-90.4% | $8,175-94.2% | $4,297-89.0% |