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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 | $50,268 | $55,902-10.1% | $76,030-33.9% | $80,959-37.9% |
| Participation rate | 30.0% | 62.1%-32.1pp | 69.1%-39.1pp | 67.7%-37.7pp |
| Annual return | 0.00% | 20.59%-20.6pp | 361.54%-361.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,119 | $3,051+35.0% | $4,257-3.3% | $4,300-4.2% |
| Admin fee / account holder | $542 | $5,239-89.7% | $6,421-91.6% | $6,925-92.2% |