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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 | $43,697 | $99,652-56.2% | $78,778-44.5% | $147,586-70.4% |
| Participation rate | 52.6% | 76.2%-23.6pp | 69.2%-16.6pp | 82.8%-30.2pp |
| Annual return | 14.24% | 47.28%-33.0pp | 35.62%-21.4pp | 578.59%-564.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,118 | $3,664-69.5% | $2,958-62.2% | $5,439-79.4% |
| Admin fee / account holder | $14,413 | $7,155+101.4% | $5,134+180.7% | $10,886+32.4% |