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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 | $49,704 | $98,766-49.7% | $149,730-66.8% | $79,852-37.8% |
| Participation rate | 40.4% | 75.8%-35.4pp | 82.5%-42.1pp | 69.6%-29.2pp |
| Annual return | 21.43% | 27.43%-6.0pp | 276.70%-255.3pp | 31.72%-10.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,542 | $5,681-20.0% | $6,843-33.6% | $3,740+21.4% |
| Admin fee / account holder | $1,997 | $6,052-67.0% | $9,310-78.6% | $5,306-62.4% |