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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 | $30,283 | $49,897-39.3% | $80,648-62.4% | $75,177-59.7% |
| Participation rate | 43.9% | 55.3%-11.5pp | 67.0%-23.1pp | 67.2%-23.3pp |
| Annual return | 15.19% | 34.68%-19.5pp | 937.21%-922.0pp | 160.75%-145.6pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,535 | $2,992-15.3% | $4,443-42.9% | $4,126-38.6% |
| Admin fee / account holder | $1,432 | $3,579-60.0% | $5,382-73.4% | $5,651-74.7% |