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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 | $32,804 | $48,364-32.2% | $71,796-54.3% | $62,881-47.8% |
| Participation rate | 59.6% | 60.6%-1.0pp | 69.1%-9.5pp | 69.3%-9.7pp |
| Annual return | 10.40% | 13.16%-2.8pp | 78.04%-67.6pp | 20.14%-9.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $983 | $2,091-53.0% | $2,794-64.8% | $3,203-69.3% |
| Admin fee / account holder | $7,462 | $3,771+97.9% | $4,815+55.0% | $4,296+73.7% |