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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 | $53,463 | $101,618-47.4% | $93,063-42.6% | $137,256-61.0% |
| Participation rate | 46.2% | 74.9%-28.8pp | 72.1%-26.0pp | 80.0%-33.8pp |
| Annual return | 12.96% | 223.95%-211.0pp | 34.15%-21.2pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $965 | $4,279-77.4% | $3,958-75.6% | $6,407-84.9% |
| Admin fee / account holder | $14,366 | $6,198+131.8% | $6,033+138.1% | $12,270+17.1% |