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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 | $48,861 | $58,726-16.8% | $142,898-65.8% | $85,847-43.1% |
| Participation rate | 35.9% | 58.5%-22.6pp | 72.0%-36.1pp | 69.3%-33.4pp |
| Annual return | 16.52% | 27.73%-11.2pp | 5639.64%-5623.1pp | 318.61%-302.1pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,194 | $2,609-54.2% | $3,838-68.9% | $3,952-69.8% |
| Admin fee / account holder | $1,875 | $4,234-55.7% | $6,560-71.4% | $6,261-70.0% |