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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 | $39,879 | $46,534-14.3% | $64,097-37.8% | $75,177-47.0% |
| Participation rate | 37.3% | 65.9%-28.6pp | 72.3%-35.0pp | 67.2%-29.9pp |
| Annual return | 13.11% | 26.07%-13.0pp | 33.75%-20.6pp | 160.75%-147.6pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,506 | $2,835-11.6% | $3,881-35.4% | $4,126-39.3% |
| Admin fee / account holder | $20,768 | $2,957+602.4% | $3,070+576.6% | $5,651+267.5% |