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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 | $76,895 | $36,198+112.4% | $94,215-18.4% | $65,191+18.0% |
| Participation rate | 17.3% | 43.6%-26.3pp | 70.0%-52.7pp | 63.0%-45.7pp |
| Annual return | 9.93% | 23.45%-13.5pp | 28.22%-18.3pp | 51.24%-41.3pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $2,675-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $977 | $1,716-43.1% | $4,276-77.2% | $2,671-63.4% |
| Admin fee / account holder | $20,726 | $2,162+858.8% | $10,216+102.9% | $907+2185.3% |