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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 | $43,540 | $103,164-57.8% | $90,259-51.8% | $154,746-71.9% |
| Participation rate | 33.3% | 76.1%-42.8pp | 70.7%-37.4pp | 80.7%-47.4pp |
| Annual return | 13.27% | 19.25%-6.0pp | 18.88%-5.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,039 | $4,422-8.6% | $3,827+5.6% | $6,730-40.0% |
| Admin fee / account holder | $20,727 | $8,593+141.2% | $7,267+185.2% | $14,365+44.3% |