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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 | $48,160 | $48,570-0.8% | $130,660-63.1% | $72,983-34.0% |
| Participation rate | 26.5% | 58.6%-32.0pp | 71.7%-45.2pp | 69.5%-43.0pp |
| Annual return | 21.41% | 38.63%-17.2pp | 1709.29%-1687.9pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,375 | $2,384-42.3% | $3,603-61.8% | $3,608-61.9% |
| Admin fee / account holder | $5,897 | $3,549+66.2% | $5,463+7.9% | $5,124+15.1% |