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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 | $78,309 | $107,421-27.1% | $182,262-57.0% | $94,015-16.7% |
| Participation rate | 69.8% | 77.8%-8.0pp | 84.2%-14.4pp | 70.8%-1.1pp |
| Annual return | 17.61% | 21.32%-3.7pp | 140.60%-123.0pp | 17.84%-0.2pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,516 | $6,558-0.6% | $8,276-21.3% | $4,249+53.3% |
| Admin fee / account holder | $1,170 | $8,692-86.5% | $16,712-93.0% | $8,951-86.9% |