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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 | $20,578 | $59,116-65.2% | $86,438-76.2% | $68,486-70.0% |
| Participation rate | 51.4% | 75.2%-23.9pp | 80.3%-29.0pp | 67.9%-16.5pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4397.19%-4397.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,662 | $2,519+5.7% | $3,769-29.4% | $2,597+2.5% |
| Participant deferral / active EE | $4,210 | $5,902-28.7% | $6,952-39.5% | $4,028+4.5% |
| Admin fee / account holder | $6,695 | $5,639+18.7% | $6,733-0.6% | $5,404+23.9% |