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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 | $41,335 | $45,022-8.2% | $85,126-51.4% | $77,714-46.8% |
| Participation rate | 20.9% | 48.7%-27.8pp | 67.5%-46.6pp | 70.6%-49.7pp |
| Annual return | 12.06% | 79.38%-67.3pp | 66.63%-54.6pp | 31.26%-19.2pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $2,731-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $1,217 | $2,811-56.7% | $4,523-73.1% | $4,649-73.8% |
| Admin fee / account holder | $1,650 | $913+80.7% | $6,160-73.2% | $433+280.7% |