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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 | $44,609 | $48,011-7.1% | $63,803-30.1% | $82,637-46.0% |
| Participation rate | 27.8% | 66.6%-38.8pp | 72.7%-44.9pp | 68.1%-40.3pp |
| Annual return | 18.93% | 19.84%-0.9pp | 543.72%-524.8pp | 53.51%-34.6pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,630 | $2,846-7.6% | $3,843-31.6% | $4,126-36.3% |
| Admin fee / account holder | $1,153 | $3,873-70.2% | $5,196-77.8% | $7,339-84.3% |