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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 | $46,322 | $88,672-47.8% | $105,223-56.0% | $82,448-43.8% |
| Participation rate | 45.6% | 67.9%-22.4pp | 75.0%-29.5pp | 68.1%-22.5pp |
| Annual return | 0.00% | 30.86%-30.9pp | 180.65%-180.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $1,320 | $3,048-56.7% | $3,689-64.2% | $2,551-48.3% |
| Participant deferral / active EE | $2,946 | $4,036-27.0% | $5,072-41.9% | $4,139-28.8% |
| Admin fee / account holder | $3,869 | $7,146-45.9% | $8,859-56.3% | $7,234-46.5% |