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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 | $53,871 | $52,279+3.0% | $89,400-39.7% | $79,858-32.5% |
| Participation rate | 28.6% | 57.5%-29.0pp | 68.0%-39.4pp | 69.6%-41.1pp |
| Annual return | 15.26% | 22.16%-6.9pp | 245.64%-230.4pp | 31.72%-16.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,590 | $2,740-42.0% | $3,890-59.1% | $3,740-57.5% |
| Admin fee / account holder | $8,118 | $3,356+141.9% | $4,882+66.3% | $5,306+53.0% |