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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 | $41,103 | $91,167-54.9% | $178,498-77.0% | $79,858-48.5% |
| Participation rate | 40.6% | 69.2%-28.6pp | 81.9%-41.3pp | 69.6%-29.0pp |
| Annual return | 15.32% | 24.19%-8.9pp | 151.09%-135.8pp | 31.72%-16.4pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,226 | $3,236-31.2% | $5,202-57.2% | $3,740-40.5% |
| Admin fee / account holder | $570 | $6,747-91.6% | $13,985-95.9% | $5,306-89.3% |