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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 | $42,393 | $48,011-11.7% | $63,803-33.6% | $82,637-48.7% |
| Participation rate | 37.8% | 66.6%-28.7pp | 72.7%-34.9pp | 68.1%-30.2pp |
| Annual return | 13.19% | 19.84%-6.7pp | 543.72%-530.5pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,201 | $2,846-57.8% | $3,843-68.7% | $4,126-70.9% |
| Admin fee / account holder | $1,140 | $3,873-70.6% | $5,196-78.1% | $7,339-84.5% |