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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 | $22,639 | $44,850-49.5% | $60,547-62.6% | $59,633-62.0% |
| Participation rate | 40.0% | 59.5%-19.5pp | 68.0%-28.0pp | 68.7%-28.7pp |
| Annual return | -0.40% | 1074.14%-1074.5pp | 335.64%-336.0pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $533 | $1,462-63.5% | $2,419-78.0% | $2,203-75.8% |
| Participant deferral / active EE | $840 | $2,230-62.3% | $3,328-74.8% | $3,192-73.7% |
| Admin fee / account holder | $465 | $3,635-87.2% | $4,536-89.7% | $4,297-89.2% |