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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 | $50,947 | $98,240-48.1% | $82,312-38.1% | $147,586-65.5% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.6pp | 82.8%-49.5pp |
| Annual return | 14.52% | 30.85%-16.3pp | 25.88%-11.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,132 | $4,383-51.4% | $3,706-42.5% | $5,439-60.8% |
| Admin fee / account holder | $42,906 | $8,563+401.1% | $5,608+665.1% | $10,886+294.1% |