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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 | $38,757 | $106,267-63.5% | $96,520-59.8% | $139,456-72.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 0.00% | 38.45%-38.5pp | 35.72%-35.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,278 | $4,105-68.9% | $3,739-65.8% | $4,753-73.1% |
| Participant deferral / active EE | $3,485 | $5,454-36.1% | $4,879-28.6% | $6,711-48.1% |
| Admin fee / account holder | $9,954 | $7,882+26.3% | $6,733+47.8% | $11,407-12.7% |