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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 | $49,666 | $70,418-29.5% | $96,570-48.6% | $85,847-42.1% |
| Participation rate | 42.0% | 61.8%-19.8pp | 69.8%-27.8pp | 69.3%-27.3pp |
| Annual return | 25.94% | 18.59%+7.4pp | 37.79%-11.8pp | 318.61%-292.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,723 | $2,894-40.5% | $3,849-55.2% | $3,952-56.4% |
| Admin fee / account holder | $1,091 | $4,995-78.2% | $6,182-82.3% | $6,261-82.6% |