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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 | $49,186 | $51,638-4.7% | $129,406-62.0% | $80,959-39.2% |
| Participation rate | 38.5% | 56.9%-18.5pp | 69.6%-31.2pp | 67.7%-29.2pp |
| Annual return | 12.76% | 20.78%-8.0pp | 9468.18%-9455.4pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $768 | $2,670-71.2% | $4,167-81.6% | $4,300-82.1% |
| Admin fee / account holder | $1,735 | $4,313-59.8% | $7,689-77.4% | $6,925-74.9% |