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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 | $47,972 | $91,198-47.4% | $178,503-73.1% | $79,856-39.9% |
| Participation rate | 47.2% | 69.2%-22.0pp | 81.9%-34.8pp | 69.6%-22.5pp |
| Annual return | 21.33% | 24.20%-2.9pp | 151.12%-129.8pp | 31.71%-10.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,263 | $3,237-30.1% | $5,202-56.5% | $3,741-39.5% |
| Admin fee / account holder | $359 | $6,748-94.7% | $13,987-97.4% | $5,306-93.2% |