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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 | $39,718 | $63,703-37.7% | $93,063-57.3% | $82,448-51.8% |
| Participation rate | 68.1% | 63.8%+4.3pp | 72.1%-4.0pp | 68.1%0pp |
| Annual return | 18.63% | -775.43%+794.1pp | 34.15%-15.5pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,020 | $2,919-30.8% | $3,958-49.0% | $4,139-51.2% |
| Admin fee / account holder | $1,859 | $5,982-68.9% | $6,033-69.2% | $7,234-74.3% |