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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 | $31,403 | $53,128-40.9% | $86,582-63.7% | $70,126-55.2% |
| Participation rate | 47.7% | 65.3%-17.6pp | 73.5%-25.9pp | 69.5%-21.8pp |
| Annual return | 16.52% | 27.66%-11.1pp | 965.08%-948.6pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,783 | $2,695-33.8% | $3,609-50.6% | $3,332-46.5% |
| Admin fee / account holder | $690 | $3,584-80.7% | $4,904-85.9% | $4,645-85.1% |