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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 | $43,573 | $65,395-33.4% | $182,531-76.1% | $72,983-40.3% |
| Participation rate | 40.9% | 65.4%-24.5pp | 78.0%-37.1pp | 69.5%-28.6pp |
| Annual return | 24.75% | 27.68%-2.9pp | 148.57%-123.8pp | 81.01%-56.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,075-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,309 | $3,563-63.3% | $5,525-76.3% | $3,608-63.7% |
| Admin fee / account holder | $568 | $4,245-86.6% | $8,593-93.4% | $5,124-88.9% |