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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 | $22,654 | $49,976-54.7% | $66,674-66.0% | $82,637-72.6% |
| Participation rate | 50.0% | 63.1%-13.1pp | 73.7%-23.7pp | 68.1%-18.1pp |
| Annual return | 16.22% | 39.09%-22.9pp | 321.24%-305.0pp | 53.51%-37.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,752 | $2,847-38.4% | $4,084-57.1% | $4,126-57.5% |
| Admin fee / account holder | $4,452 | $4,594-3.1% | $5,098-12.7% | $7,339-39.3% |