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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 | $65,961-21.6% | $180,320-71.3% | $94,015-45.0% |
| Participation rate | 44.1% | 61.3%-17.1pp | 71.5%-27.4pp | 70.8%-26.7pp |
| Annual return | 14.05% | 14.27%-0.2pp | 778.54%-764.5pp | 17.84%-3.8pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,454 | $3,003-18.3% | $4,304-43.0% | $4,249-42.3% |
| Admin fee / account holder | $1,400 | $4,901-71.4% | $10,000-86.0% | $8,951-84.4% |