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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 | $31,142 | $68,878-54.8% | $120,574-74.2% | $80,935-61.5% |
| Participation rate | 51.9% | 61.7%-9.8pp | 71.9%-20.0pp | 67.7%-15.8pp |
| Annual return | 0.00% | 23.67%-23.7pp | 107.42%-107.4pp | 35.66%-35.7pp |
| Employer contribution / active EE | $916 | $2,065-55.7% | $3,471-73.6% | $2,757-66.8% |
| Participant deferral / active EE | $2,028 | $3,189-36.4% | $4,996-59.4% | $4,299-52.8% |
| Admin fee / account holder | $2,896 | $5,782-49.9% | $9,445-69.3% | $6,924-58.2% |