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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 | $48,327-44.3% | $67,575-60.2% | $80,935-66.8% |
| Participation rate | 58.1% | 66.4%-8.3pp | 72.9%-14.8pp | 67.7%-9.5pp |
| Annual return | 15.70% | 18.31%-2.6pp | 3528.98%-3513.3pp | 35.66%-20.0pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,710 | $2,927+60.9% | $4,003+17.6% | $4,299+9.5% |
| Admin fee / account holder | $1,961 | $3,692-46.9% | $3,993-50.9% | $6,924-71.7% |