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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 | $48,018 | $48,284-0.6% | $67,524-28.9% | $80,911-40.7% |
| Participation rate | 19.7% | 66.4%-46.7pp | 72.9%-53.2pp | 67.6%-48.0pp |
| Annual return | 13.23% | 18.27%-5.0pp | 3519.41%-3506.2pp | 35.63%-22.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,288 | $2,927-56.0% | $4,001-67.8% | $4,297-70.0% |
| Admin fee / account holder | $1,760 | $3,688-52.3% | $4,001-56.0% | $6,935-74.6% |