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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 | $29,981 | $58,828-49.0% | $78,002-61.6% | $62,881-52.3% |
| Participation rate | 40.9% | 71.1%-30.2pp | 75.5%-34.6pp | 69.3%-28.4pp |
| Annual return | 8.11% | 17.16%-9.0pp | 425.99%-417.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,779 | $2,686-33.7% | $3,497-49.1% | $3,203-44.4% |
| Admin fee / account holder | $2,356 | $4,393-46.4% | $5,481-57.0% | $4,296-45.1% |