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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 | $38,722 | $56,197-31.1% | $67,652-42.8% | $59,633-35.1% |
| Participation rate | 61.2% | 71.5%-10.3pp | 75.7%-14.5pp | 68.7%-7.5pp |
| Annual return | 1.86% | 18508.10%-18506.2pp | 6625.40%-6623.5pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,398 | $2,844-50.8% | $3,560-60.7% | $3,192-56.2% |
| Admin fee / account holder | $329 | $3,958-91.7% | $4,821-93.2% | $4,297-92.3% |