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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 | $81,036 | $86,701-6.5% | $73,309+10.5% | $125,389-35.4% |
| Participation rate | 36.4% | 78.6%-42.3pp | 74.9%-38.5pp | 83.2%-46.8pp |
| Annual return | 1.81% | 2.78%-1.0pp | 5.67%-3.9pp | 282.24%-280.4pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,754 | $5,549-50.4% | $4,991-44.8% | $5,352-48.5% |
| Admin fee / account holder | $958 | $7,768-87.7% | $5,635-83.0% | $9,541-90.0% |