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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 | $56,431-8.4% | $130,788-60.5% | $87,485-40.9% |
| Participation rate | 44.1% | 58.9%-14.8pp | 70.1%-26.0pp | 68.9%-24.8pp |
| Annual return | 14.05% | 91.27%-77.2pp | 386.44%-372.4pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,454 | $2,749-10.7% | $4,137-40.7% | $4,274-42.6% |
| Admin fee / account holder | $1,400 | $4,433-68.4% | $6,673-79.0% | $7,775-82.0% |