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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 | $30,747 | $51,638-40.5% | $68,368-55.0% | $82,448-62.7% |
| Participation rate | 35.0% | 63.6%-28.6pp | 73.8%-38.8pp | 68.1%-33.1pp |
| Annual return | 14.66% | 37.53%-22.9pp | 292.57%-277.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,322 | $2,914-20.3% | $4,123-43.7% | $4,139-43.9% |
| Admin fee / account holder | $2,319 | $4,643-50.1% | $5,150-55.0% | $7,234-67.9% |