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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 | $65,426 | $77,638-15.7% | $156,551-58.2% | $62,881+4.0% |
| Participation rate | 21.6% | 71.2%-49.6pp | 84.0%-62.4pp | 69.3%-47.7pp |
| Annual return | 6.29% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,930 | $3,046-36.6% | $4,871-60.4% | $3,203-39.7% |
| Admin fee / account holder | $3,734 | $5,561-32.9% | $13,028-71.3% | $4,296-13.1% |