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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 | $50,601 | $83,908-39.7% | $68,509-26.1% | $125,389-59.6% |
| Participation rate | 66.7% | 78.2%-11.5pp | 74.7%-8.1pp | 83.2%-16.5pp |
| Annual return | 0.10% | 14.48%-14.4pp | 8.27%-8.2pp | 282.24%-282.1pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,445 | $4,125-40.7% | $3,382-27.7% | $5,352-54.3% |
| Admin fee / account holder | $13,553 | $8,982+50.9% | $5,275+156.9% | $9,541+42.0% |