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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 | $41,999 | $76,642-45.2% | $146,866-71.4% | $65,306-35.7% |
| Participation rate | 30.5% | 61.2%-30.8pp | 82.5%-52.0pp | 57.7%-27.2pp |
| Annual return | 15.06% | 33.40%-18.3pp | 102.85%-87.8pp | 21.94%-6.9pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,632 | $4,864-66.4% | $7,759-79.0% | $2,959-44.9% |
| Admin fee / account holder | $9,819 | $3,960+147.9% | $13,620-27.9% | $3,480+182.2% |