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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 | $45,041-2.9% | $63,003-30.6% | $70,131-37.6% |
| Participation rate | 46.7% | 69.5%-22.9pp | 74.8%-28.1pp | 69.5%-22.9pp |
| Annual return | 26.16% | 18.76%+7.4pp | 87.59%-61.4pp | 73.14%-47.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,114 | $2,465+26.3% | $3,329-6.5% | $3,332-6.5% |
| Admin fee / account holder | $11,773 | $2,836+315.2% | $3,600+227.0% | $4,645+153.4% |