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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 | $58,387 | $72,027-18.9% | $185,861-68.6% | $79,856-26.9% |
| Participation rate | 52.9% | 65.8%-12.8pp | 78.0%-25.1pp | 69.6%-16.7pp |
| Annual return | 12.72% | 23.13%-10.4pp | 35.96%-23.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,715 | $3,780-1.7% | $5,634-34.1% | $3,741-0.7% |
| Admin fee / account holder | $6,522 | $4,513+44.5% | $9,503-31.4% | $5,306+22.9% |