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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 | $30,757 | $41,377-25.7% | $109,313-71.9% | $62,881-51.1% |
| Participation rate | 18.2% | 57.5%-39.4pp | 71.3%-53.1pp | 69.3%-51.1pp |
| Annual return | 6.53% | 11.05%-4.5pp | 22.07%-15.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $896 | $2,045-56.2% | $3,166-71.7% | $3,203-72.0% |
| Admin fee / account holder | $7,869 | $2,884+172.9% | $5,666+38.9% | $4,296+83.2% |