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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 | $41,071 | $64,324-36.1% | $118,914-65.5% | $79,856-48.6% |
| Participation rate | 59.6% | 64.9%-5.2pp | 75.4%-15.8pp | 69.6%-10.0pp |
| Annual return | 13.42% | 86.45%-73.0pp | 35.89%-22.5pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,072 | $2,824-26.6% | $4,266-51.4% | $3,741-44.6% |
| Admin fee / account holder | $1,205 | $4,040-70.2% | $6,582-81.7% | $5,306-77.3% |