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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 | $57,398 | $122,131-53.0% | $255,893-77.6% | $122,131-53.0% |
| Participation rate | 44.4% | 75.1%-30.6pp | 81.7%-37.3pp | 75.1%-30.6pp |
| Annual return | 22.25% | 16.17%+6.1pp | -0.50%+22.7pp | 16.17%+6.1pp |
| Employer contribution / active EE | $0 | $3,608-100.0% | $5,407-100.0% | $3,608-100.0% |
| Participant deferral / active EE | $3,293 | $3,892-15.4% | $4,263-22.7% | $3,892-15.4% |
| Admin fee / account holder | $20,281 | $11,586+75.0% | $30,096-32.6% | $11,586+75.0% |