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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 | $44,347 | $48,570-8.7% | $130,660-66.1% | $72,976-39.2% |
| Participation rate | 47.5% | 58.6%-11.1pp | 71.7%-24.2pp | 69.5%-22.0pp |
| Annual return | 18.77% | 38.63%-19.9pp | 1709.29%-1690.5pp | 81.02%-62.2pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,497 | $2,384-37.2% | $3,603-58.4% | $3,608-58.5% |
| Admin fee / account holder | $2,034 | $3,549-42.7% | $5,463-62.8% | $5,124-60.3% |