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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 | $24,998 | $62,146-59.8% | $81,438-69.3% | $74,546-66.5% |
| Participation rate | 51.0% | 64.1%-13.1pp | 69.5%-18.5pp | 67.2%-16.2pp |
| Annual return | 0.00% | 16.49%-16.5pp | 24.74%-24.7pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $701 | $1,883-62.8% | $2,460-71.5% | $2,624-73.3% |
| Participant deferral / active EE | $1,470 | $3,229-54.5% | $3,883-62.1% | $4,347-66.2% |
| Admin fee / account holder | $2,893 | $1,922+50.5% | $5,764-49.8% | $1,944+48.9% |