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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 | $46,435 | $162,529-71.4% | $130,788-64.5% | $154,746-70.0% |
| Participation rate | 28.6% | 75.9%-47.3pp | 70.1%-41.5pp | 80.7%-52.1pp |
| Annual return | 13.39% | 510.48%-497.1pp | 386.44%-373.1pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,032 | $4,808-78.5% | $4,137-75.1% | $6,730-84.7% |
| Admin fee / account holder | $2,024 | $7,669-73.6% | $6,673-69.7% | $14,365-85.9% |