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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 | $88,037 | $59,839+47.1% | $81,988+7.4% | $79,858+10.2% |
| Participation rate | 45.5% | 61.6%-16.2pp | 69.3%-23.8pp | 69.6%-24.2pp |
| Annual return | 16.41% | 17.56%-1.2pp | 41.31%-24.9pp | 31.72%-15.3pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,487 | $2,695-7.7% | $3,722-33.2% | $3,740-33.5% |
| Admin fee / account holder | $1,220 | $4,287-71.5% | $5,665-78.5% | $5,306-77.0% |