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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 | $44,343 | $58,099-23.7% | $76,872-42.3% | $75,173-41.0% |
| Participation rate | 11.9% | 63.9%-52.0pp | 69.6%-57.7pp | 67.2%-55.3pp |
| Annual return | 13.48% | 26.71%-13.2pp | 37.90%-24.4pp | 160.72%-147.2pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,117 | $2,999-29.4% | $3,832-44.7% | $4,126-48.7% |
| Admin fee / account holder | $8,701 | $4,778+82.1% | $5,476+58.9% | $5,651+54.0% |