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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 | $49,198 | $56,197-12.5% | $67,652-27.3% | $59,633-17.5% |
| Participation rate | 61.8% | 71.5%-9.7pp | 75.7%-13.8pp | 68.7%-6.9pp |
| Annual return | -0.04% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,647 | $2,844-42.1% | $3,560-53.7% | $3,192-48.4% |
| Admin fee / account holder | $6,197 | $3,958+56.6% | $4,821+28.5% | $4,297+44.2% |