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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 | $42,379 | $48,284-12.2% | $67,524-37.2% | $80,911-47.6% |
| Participation rate | 33.3% | 66.4%-33.1pp | 72.9%-39.6pp | 67.6%-34.3pp |
| Annual return | 16.57% | 18.27%-1.7pp | 3519.41%-3502.8pp | 35.63%-19.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $786 | $2,927-73.1% | $4,001-80.4% | $4,297-81.7% |
| Admin fee / account holder | $1,398 | $3,688-62.1% | $4,001-65.1% | $6,935-79.8% |