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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 | $27,407 | $75,832-63.9% | $147,617-81.4% | $59,633-54.0% |
| Participation rate | 52.5% | 71.6%-19.0pp | 84.6%-32.1pp | 68.7%-16.1pp |
| Annual return | -1.07% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $620 | $3,485-82.2% | $5,564-88.9% | $2,203-71.9% |
| Participant deferral / active EE | $1,333 | $3,131-57.4% | $4,895-72.8% | $3,192-58.2% |
| Admin fee / account holder | $593 | $5,986-90.1% | $11,612-94.9% | $4,297-86.2% |