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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 | $45,988 | $55,930-17.8% | $76,089-39.6% | $80,925-43.2% |
| Participation rate | 44.2% | 62.1%-17.8pp | 69.1%-24.9pp | 67.7%-23.4pp |
| Annual return | 12.41% | 20.58%-8.2pp | 360.94%-348.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,849 | $3,051-6.6% | $4,259-33.1% | $4,299-33.7% |
| Admin fee / account holder | $12,945 | $5,241+147.0% | $6,418+101.7% | $6,940+86.5% |