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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 | $21,776 | $56,200-61.3% | $67,653-67.8% | $59,633-63.5% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | 0.53% | 18506.71%-18506.2pp | 6625.22%-6624.7pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $787 | $1,615-51.3% | $2,266-65.3% | $2,203-64.3% |
| Participant deferral / active EE | $1,545 | $2,843-45.7% | $3,560-56.6% | $3,192-51.6% |
| Admin fee / account holder | $1,104 | $3,959-72.1% | $4,821-77.1% | $4,297-74.3% |