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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 | $132,820-56.8% | $246,988-76.8% | $132,820-56.8% |
| Participation rate | 44.4% | 74.3%-29.8pp | 81.0%-36.5pp | 74.3%-29.8pp |
| Annual return | 22.25% | 14.82%+7.4pp | -2.27%+24.5pp | 14.82%+7.4pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $5,427-100.0% | $4,144-100.0% |
| Participant deferral / active EE | $3,293 | $3,980-17.2% | $4,120-20.1% | $3,980-17.2% |
| Admin fee / account holder | $20,281 | $11,722+73.0% | $28,383-28.5% | $11,722+73.0% |