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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 | $48,825 | $85,171-42.7% | $172,752-71.7% | $72,975-33.1% |
| Participation rate | 46.2% | 70.1%-23.9pp | 82.6%-36.5pp | 69.5%-23.3pp |
| Annual return | 22.02% | 27.32%-5.3pp | 802.97%-781.0pp | 81.01%-59.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,203 | $3,260-63.1% | $5,198-76.9% | $3,608-66.6% |
| Admin fee / account holder | $384 | $5,880-93.5% | $13,955-97.2% | $5,124-92.5% |