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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 | $36,894 | $85,171-56.7% | $172,753-78.6% | $72,976-49.4% |
| Participation rate | 60.9% | 70.1%-9.2pp | 82.6%-21.8pp | 69.5%-8.6pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,689 | $3,260-48.2% | $5,198-67.5% | $3,608-53.2% |
| Admin fee / account holder | $965 | $5,880-83.6% | $13,956-93.1% | $5,124-81.2% |