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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 | $25,669 | $211,946-87.9% | $169,452-84.9% | $135,380-81.0% |
| Participation rate | 29.2% | 82.6%-53.5pp | 77.8%-48.6pp | 82.6%-53.5pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,675 | $5,117-67.3% | $4,157-59.7% | $4,779-64.9% |
| Participant deferral / active EE | $2,818 | $6,075-53.6% | $5,277-46.6% | $5,609-49.8% |
| Admin fee / account holder | $1,089 | $11,472-90.5% | $9,110-88.0% | $10,828-89.9% |