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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 | $46,268 | $99,994-53.7% | $146,647-68.4% | $85,851-46.1% |
| Participation rate | 41.1% | 73.1%-32.0pp | 80.1%-39.0pp | 69.3%-28.2pp |
| Annual return | 16.98% | 18.93%-2.0pp | 22.75%-5.8pp | 318.63%-301.7pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,286 | $4,006-42.9% | $5,506-58.5% | $3,952-42.2% |
| Admin fee / account holder | $503 | $7,703-93.5% | $10,281-95.1% | $6,261-92.0% |