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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 | $31,986 | $87,705-63.5% | $63,517-49.6% | $125,393-74.5% |
| Participation rate | 61.1% | 77.0%-15.9pp | 71.0%-9.9pp | 83.2%-22.1pp |
| Annual return | 2.31% | 21.70%-19.4pp | -70.30%+72.6pp | 282.23%-279.9pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,189 | $3,939-69.8% | $2,953-59.8% | $5,351-77.8% |
| Admin fee / account holder | $981 | $11,948-91.8% | $5,892-83.4% | $9,541-89.7% |