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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 | $41,415 | $49,976-17.1% | $66,674-37.9% | $82,637-49.9% |
| Participation rate | 59.5% | 63.1%-3.6pp | 73.7%-14.1pp | 68.1%-8.5pp |
| Annual return | 18.99% | 39.09%-20.1pp | 321.24%-302.2pp | 53.51%-34.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,366 | $2,847-52.0% | $4,084-66.6% | $4,126-66.9% |
| Admin fee / account holder | $1,276 | $4,594-72.2% | $5,098-75.0% | $7,339-82.6% |