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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 | $47,993 | $56,197-14.6% | $67,652-29.1% | $59,633-19.5% |
| Participation rate | 53.6% | 71.5%-17.9pp | 75.7%-22.1pp | 68.7%-15.1pp |
| Annual return | -1.32% | 18508.10%-18509.4pp | 6625.40%-6626.7pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $329 | $1,615-79.6% | $2,266-85.5% | $2,203-85.1% |
| Participant deferral / active EE | $1,643 | $2,844-42.2% | $3,560-53.8% | $3,192-48.5% |
| Admin fee / account holder | $1,763 | $3,958-55.5% | $4,821-63.4% | $4,297-59.0% |