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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 | $51,682 | $52,353-1.3% | $120,225-57.0% | $82,448-37.3% |
| Participation rate | 44.1% | 58.3%-14.2pp | 69.6%-25.5pp | 68.1%-24.0pp |
| Annual return | 14.05% | 61.85%-47.8pp | 439.23%-425.2pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,454 | $2,627-6.6% | $3,999-38.6% | $4,139-40.7% |
| Admin fee / account holder | $1,400 | $4,363-67.9% | $5,696-75.4% | $7,234-80.6% |