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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 | $44,428 | $40,275+10.3% | $57,356-22.5% | $59,633-25.5% |
| Participation rate | 44.6% | 69.1%-24.5pp | 75.1%-30.5pp | 68.7%-24.1pp |
| Annual return | 3.81% | 27.52%-23.7pp | 24.41%-20.6pp | 2041.45%-2037.6pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,348 | $2,400-2.2% | $3,162-25.7% | $3,192-26.4% |
| Admin fee / account holder | $1,587 | $2,820-43.7% | $3,357-52.7% | $4,297-63.1% |