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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 | $44,644 | $102,385-56.4% | $147,080-69.6% | $80,935-44.8% |
| Participation rate | 48.0% | 75.9%-27.9pp | 82.2%-34.2pp | 67.7%-19.7pp |
| Annual return | 12.78% | 135.09%-122.3pp | 420.17%-407.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,986 | $6,651-10.0% | $8,066-25.8% | $4,299+39.2% |
| Admin fee / account holder | $28,959 | $7,951+264.2% | $12,989+123.0% | $6,924+318.2% |