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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 | $62,156 | $69,977-11.2% | $108,582-42.8% | $62,881-1.2% |
| Participation rate | 29.4% | 72.9%-43.5pp | 79.6%-50.2pp | 69.3%-39.9pp |
| Annual return | 5.34% | 10.73%-5.4pp | -51.70%+57.0pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,169 | $3,165-31.4% | $4,311-49.7% | $3,203-32.3% |
| Admin fee / account holder | $11,378 | $5,076+124.1% | $7,645+48.8% | $4,296+164.9% |