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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 | $55,930-10.1% | $76,089-33.9% | $80,925-37.9% |
| Participation rate | 30.0% | 62.1%-32.1pp | 69.1%-39.1pp | 67.7%-37.7pp |
| Annual return | 0.00% | 20.58%-20.6pp | 360.94%-360.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,119 | $3,051+35.0% | $4,259-3.3% | $4,299-4.2% |
| Admin fee / account holder | $542 | $5,241-89.7% | $6,418-91.6% | $6,940-92.2% |