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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 | $29,061 | $75,962-61.7% | $154,111-81.1% | $64,173-54.7% |
| Participation rate | 52.0% | 70.4%-18.4pp | 83.0%-31.0pp | 69.6%-17.6pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.18%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $477 | $3,350-85.8% | $5,298-91.0% | $2,381-80.0% |
| Participant deferral / active EE | $1,902 | $3,175-40.1% | $5,081-62.6% | $3,470-45.2% |
| Admin fee / account holder | $1,846 | $5,589-67.0% | $13,411-86.2% | $4,887-62.2% |