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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 | $70,101 | $45,087+55.5% | $69,483+0.9% | $72,976-3.9% |
| Participation rate | 25.0% | 68.5%-43.5pp | 74.6%-49.6pp | 69.5%-44.5pp |
| Annual return | 12.32% | 22.67%-10.4pp | 28.99%-16.7pp | 81.02%-68.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,402 | $2,603-7.7% | $3,537-32.1% | $3,608-33.4% |
| Admin fee / account holder | $6,340 | $3,057+107.4% | $3,841+65.1% | $5,124+23.7% |