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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 | $71,848 | $74,535-3.6% | $100,712-28.7% | $82,637-13.1% |
| Participation rate | 48.9% | 61.2%-12.3pp | 69.3%-20.4pp | 68.1%-19.2pp |
| Annual return | 15.76% | 18.92%-3.2pp | 33.27%-17.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,534 | $3,074-17.6% | $4,085-38.0% | $4,126-38.6% |
| Admin fee / account holder | $28,996 | $6,576+340.9% | $9,256+213.3% | $7,339+295.1% |