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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 | $20,808 | $65,428-68.2% | $169,390-87.7% | $71,511-70.9% |
| Participation rate | 48.5% | 66.9%-18.4pp | 77.2%-28.7pp | 67.9%-19.5pp |
| Annual return | 0.00% | 21.35%-21.3pp | 406.07%-406.1pp | 28.86%-28.9pp |
| Employer contribution / active EE | $0 | $2,064-100.0% | $4,013-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,558 | $4,360-41.3% | $6,222-58.9% | $4,291-40.4% |
| Admin fee / account holder | $716 | $1,328-46.1% | $9,015-92.1% | $1,588-54.9% |