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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 | $53,410 | $56,200-5.0% | $67,653-21.1% | $59,633-10.4% |
| Participation rate | 62.7% | 71.5%-8.8pp | 75.7%-13.0pp | 68.7%-6.0pp |
| Annual return | 0.58% | 18506.71%-18506.1pp | 6625.22%-6624.6pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,891 | $2,843-33.5% | $3,560-46.9% | $3,192-40.8% |
| Admin fee / account holder | $2,285 | $3,959-42.3% | $4,821-52.6% | $4,297-46.8% |