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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 | $30,539 | $56,197-45.7% | $67,652-54.9% | $59,633-48.8% |
| Participation rate | 59.1% | 71.5%-12.4pp | 75.7%-16.6pp | 68.7%-9.6pp |
| Annual return | 0.33% | 18508.10%-18507.8pp | 6625.40%-6625.1pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $1,674 | $1,615+3.7% | $2,266-26.1% | $2,203-24.0% |
| Participant deferral / active EE | $2,924 | $2,844+2.8% | $3,560-17.9% | $3,192-8.4% |
| Admin fee / account holder | $2,358 | $3,958-40.4% | $4,821-51.1% | $4,297-45.1% |