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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 | $43,075 | $58,311-26.1% | $81,882-47.4% | $80,959-46.8% |
| Participation rate | 17.9% | 63.5%-45.5pp | 72.4%-54.4pp | 67.7%-49.7pp |
| Annual return | 14.45% | 41.85%-27.4pp | 779.47%-765.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,376 | $3,287-27.7% | $4,323-45.0% | $4,300-44.7% |
| Admin fee / account holder | $964 | $4,752-79.7% | $7,360-86.9% | $6,925-86.1% |