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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 | $46,566 | $95,406-51.2% | $185,849-74.9% | $85,847-45.8% |
| Participation rate | 41.5% | 68.8%-27.3pp | 81.7%-40.2pp | 69.3%-27.9pp |
| Annual return | 14.94% | 23.59%-8.6pp | 122.10%-107.2pp | 318.61%-303.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,182 | $3,424+51.4% | $5,569-6.9% | $3,952+31.1% |
| Admin fee / account holder | $822 | $7,214-88.6% | $16,244-94.9% | $6,261-86.9% |