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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 | $70,714 | $147,556-52.1% | $129,031-45.2% | $198,609-64.4% |
| Participation rate | 63.6% | 77.2%-13.6pp | 73.4%-9.7pp | 82.4%-18.7pp |
| Annual return | 16.67% | 37.41%-20.7pp | 34.67%-18.0pp | 202.70%-186.0pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,452 | $5,760-22.7% | $5,217-14.7% | $6,977-36.2% |
| Admin fee / account holder | $6,790 | $15,467-56.1% | $13,208-48.6% | $19,030-64.3% |