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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 | $62,177-59.8% | $81,370-69.3% | $74,478-66.4% |
| Participation rate | 51.0% | 64.1%-13.1pp | 69.5%-18.6pp | 67.2%-16.3pp |
| Annual return | 0.00% | 16.62%-16.6pp | 24.85%-24.8pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $701 | $1,881-62.7% | $2,464-71.5% | $2,626-73.3% |
| Participant deferral / active EE | $1,470 | $3,219-54.3% | $3,885-62.2% | $4,350-66.2% |
| Admin fee / account holder | $2,893 | $1,927+50.2% | $5,749-49.7% | $1,946+48.7% |