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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 | $58,234-26.0% | $81,783-47.3% | $80,874-46.7% |
| Participation rate | 17.9% | 63.4%-45.5pp | 72.4%-54.4pp | 67.6%-49.7pp |
| Annual return | 14.45% | 41.70%-27.3pp | 775.05%-760.6pp | 35.62%-21.2pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,376 | $3,283-27.6% | $4,320-45.0% | $4,297-44.7% |
| Admin fee / account holder | $964 | $4,982-80.7% | $7,380-86.9% | $6,935-86.1% |