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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 | $55,244 | $78,690-29.8% | $161,489-65.8% | $87,485-36.9% |
| Participation rate | 10.3% | 67.5%-57.1pp | 78.7%-68.4pp | 68.9%-58.6pp |
| Annual return | 17.73% | 32.74%-15.0pp | 89.72%-72.0pp | 26.06%-8.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,312 | $3,311-60.4% | $5,630-76.7% | $4,274-69.3% |
| Admin fee / account holder | $2,993 | $6,724-55.5% | $16,006-81.3% | $7,775-61.5% |