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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 | $26,895 | $48,277-44.3% | $67,511-60.2% | $80,874-66.7% |
| Participation rate | 58.1% | 66.4%-8.2pp | 72.9%-14.7pp | 67.6%-9.5pp |
| Annual return | 15.70% | 18.27%-2.6pp | 3517.41%-3501.7pp | 35.62%-19.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,710 | $2,926+61.0% | $4,000+17.7% | $4,297+9.6% |
| Admin fee / account holder | $1,961 | $3,687-46.8% | $3,999-51.0% | $6,935-71.7% |