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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 | $24,573 | $72,177-66.0% | $115,038-78.6% | $59,633-58.8% |
| Participation rate | 59.5% | 72.6%-13.1pp | 81.4%-21.9pp | 68.7%-9.2pp |
| Annual return | -0.16% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,019 | $4,783-57.8% | $6,026-66.5% | $3,192-36.8% |
| Admin fee / account holder | $1,721 | $4,927-65.1% | $8,175-78.9% | $4,297-59.9% |