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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 | $87,844 | $165,939-47.1% | $122,354-28.2% | $147,586-40.5% |
| Participation rate | 42.1% | 79.6%-37.5pp | 71.6%-29.5pp | 82.8%-40.7pp |
| Annual return | 10.37% | 34.56%-24.2pp | 30.28%-19.9pp | 578.59%-568.2pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,824 | $4,005-29.5% | $3,287-14.1% | $5,439-48.1% |
| Admin fee / account holder | $42,399 | $7,425+471.1% | $5,479+673.9% | $10,886+289.5% |