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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 | $45,109-8.4% | $85,187-51.5% | $77,736-46.8% |
| Participation rate | 20.9% | 48.7%-27.8pp | 67.5%-46.6pp | 70.6%-49.7pp |
| Annual return | 12.06% | 79.55%-67.5pp | 66.67%-54.6pp | 31.26%-19.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,732-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,217 | $2,814-56.8% | $4,525-73.1% | $4,651-73.8% |
| Admin fee / account holder | $1,650 | $915+80.3% | $6,162-73.2% | $433+280.7% |