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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 | $81,221 | $113,941-28.7% | $94,229-13.8% | $125,389-35.2% |
| Participation rate | 20.0% | 82.9%-62.9pp | 78.8%-58.8pp | 83.2%-63.2pp |
| Annual return | 1.67% | 5.29%-3.6pp | 10.68%-9.0pp | 282.24%-280.6pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,271 | $5,179-56.1% | $4,320-47.4% | $5,352-57.6% |
| Admin fee / account holder | $2,942 | $8,392-64.9% | $6,269-53.1% | $9,541-69.2% |