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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 | $40,777 | $56,200-27.4% | $67,653-39.7% | $59,633-31.6% |
| Participation rate | 62.9% | 71.5%-8.6pp | 75.7%-12.8pp | 68.7%-5.8pp |
| Annual return | -2.12% | 18506.71%-18508.8pp | 6625.22%-6627.3pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $592 | $1,615-63.4% | $2,266-73.9% | $2,203-73.1% |
| Participant deferral / active EE | $1,602 | $2,843-43.7% | $3,560-55.0% | $3,192-49.8% |
| Admin fee / account holder | $3,352 | $3,959-15.3% | $4,821-30.5% | $4,297-22.0% |