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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 | $35,764 | $92,219-61.2% | $76,768-53.4% | $135,379-73.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,780 | $3,216-13.6% | $2,485+11.9% | $4,779-41.8% |
| Participant deferral / active EE | $5,193 | $4,508+15.2% | $3,852+34.8% | $5,609-7.4% |
| Admin fee / account holder | $653 | $10,749-93.9% | $6,675-90.2% | $10,828-94.0% |