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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 | $46,420 | $99,652-53.4% | $78,778-41.1% | $147,586-68.5% |
| Participation rate | 57.9% | 76.2%-18.3pp | 69.2%-11.3pp | 82.8%-24.9pp |
| Annual return | 15.77% | 47.28%-31.5pp | 35.62%-19.8pp | 578.59%-562.8pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,896 | $3,664-48.3% | $2,958-35.9% | $5,439-65.1% |
| Admin fee / account holder | $425 | $7,155-94.1% | $5,134-91.7% | $10,886-96.1% |