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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 | $43,734 | $45,050-2.9% | $63,018-30.6% | $70,126-37.6% |
| Participation rate | 46.7% | 69.5%-22.8pp | 74.8%-28.1pp | 69.5%-22.9pp |
| Annual return | 26.16% | 18.76%+7.4pp | 87.62%-61.5pp | 73.15%-47.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,114 | $2,466+26.3% | $3,330-6.5% | $3,332-6.5% |
| Admin fee / account holder | $11,773 | $2,834+315.4% | $3,601+227.0% | $4,645+153.4% |