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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 | $43,647 | $48,364-9.8% | $71,796-39.2% | $62,881-30.6% |
| Participation rate | 40.9% | 60.6%-19.7pp | 69.1%-28.2pp | 69.3%-28.4pp |
| Annual return | 9.84% | 13.16%-3.3pp | 78.04%-68.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $956 | $2,091-54.3% | $2,794-65.8% | $3,203-70.2% |
| Admin fee / account holder | $4,272 | $3,771+13.3% | $4,815-11.3% | $4,296-0.6% |