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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 | $56,183 | $93,346-39.8% | $71,796-21.7% | $273,972-79.5% |
| Participation rate | 61.1% | 76.5%-15.4pp | 69.1%-8.0pp | 83.0%-21.9pp |
| Annual return | 6.23% | 130.39%-124.2pp | 78.04%-71.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,264 | $3,475-34.8% | $2,794-19.0% | $5,287-57.2% |
| Admin fee / account holder | $10,686 | $6,571+62.6% | $4,815+121.9% | $10,133+5.5% |