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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 | $38,368 | $167,522-77.1% | $151,639-74.7% | $134,532-71.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -0.54% | 7.81%-8.4pp | 3.34%-3.9pp | 418.27%-418.8pp |
| Employer contribution / active EE | $1,800 | $6,828-73.6% | $6,165-70.8% | $4,741-62.0% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,539 | $13,780-88.8% | $11,613-86.7% | $11,429-86.5% |