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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 | $39,311 | $48,327-18.7% | $67,575-41.8% | $80,935-51.4% |
| Participation rate | 30.0% | 66.4%-36.4pp | 72.9%-42.9pp | 67.7%-37.7pp |
| Annual return | 17.39% | 18.31%-0.9pp | 3528.98%-3511.6pp | 35.66%-18.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $947 | $2,927-67.6% | $4,003-76.3% | $4,299-78.0% |
| Admin fee / account holder | $1,105 | $3,692-70.1% | $3,993-72.3% | $6,924-84.0% |