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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 | $63,115 | $72,177-12.6% | $115,038-45.1% | $59,633+5.8% |
| Participation rate | 39.5% | 72.6%-33.1pp | 81.4%-41.9pp | 68.7%-29.2pp |
| Annual return | 1.55% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,293 | $4,783-31.1% | $6,026-45.4% | $3,192+3.2% |
| Admin fee / account holder | $3,554 | $4,927-27.9% | $8,175-56.5% | $4,297-17.3% |