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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 | $57,157 | $35,183+62.5% | $73,545-22.3% | $70,124-18.5% |
| Participation rate | 44.4% | 42.9%+1.5pp | 54.9%-10.5pp | 69.5%-25.1pp |
| Annual return | 13.60% | 26.90%-13.3pp | -15.16%+28.8pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $805 | $1,220-34.0% | $1,806-55.4% | $3,332-75.8% |
| Admin fee / account holder | $4,704 | $2,302+104.3% | $2,320+102.8% | $4,645+1.3% |