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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 | $49,457 | $84,685-41.6% | $73,836-33.0% | $125,389-60.6% |
| Participation rate | 58.3% | 76.8%-18.4pp | 73.4%-15.1pp | 83.2%-24.9pp |
| Annual return | 0.30% | 3123.80%-3123.5pp | 2268.06%-2267.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,951 | $3,993-51.1% | $3,583-45.5% | $5,352-63.5% |
| Admin fee / account holder | $5,263 | $5,694-7.6% | $4,882+7.8% | $9,541-44.8% |