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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 | $45,053 | $53,128-15.2% | $86,582-48.0% | $70,126-35.8% |
| Participation rate | 32.9% | 65.3%-32.4pp | 73.5%-40.7pp | 69.5%-36.7pp |
| Annual return | 26.39% | 27.66%-1.3pp | 965.08%-938.7pp | 73.15%-46.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,077 | $2,695-60.0% | $3,609-70.2% | $3,332-67.7% |
| Admin fee / account holder | $2,427 | $3,584-32.3% | $4,904-50.5% | $4,645-47.8% |