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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 | $55,902-17.7% | $76,030-39.5% | $80,959-43.2% |
| Participation rate | 44.2% | 62.1%-17.9pp | 69.1%-24.9pp | 67.7%-23.5pp |
| Annual return | 12.41% | 20.59%-8.2pp | 361.54%-349.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,849 | $3,051-6.6% | $4,257-33.1% | $4,300-33.8% |
| Admin fee / account holder | $12,945 | $5,239+147.1% | $6,421+101.6% | $6,925+86.9% |