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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 | $52,539 | $129,960-59.6% | $104,299-49.6% | $134,545-61.0% |
| Participation rate | 58.8% | 79.5%-20.7pp | 73.3%-14.5pp | 81.2%-22.4pp |
| Annual return | 0.00% | 42.06%-42.1pp | 24.62%-24.6pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,935 | $4,186-53.8% | $3,373-42.6% | $4,742-59.2% |
| Participant deferral / active EE | $2,199 | $5,589-60.7% | $4,626-52.5% | $6,401-65.6% |
| Admin fee / account holder | $3,504 | $9,324-62.4% | $7,339-52.3% | $11,431-69.3% |