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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 | $52,642 | $61,391-14.3% | $149,723-64.8% | $71,529-26.4% |
| Participation rate | 30.0% | 62.5%-32.5pp | 78.8%-48.8pp | 67.9%-37.9pp |
| Annual return | 15.95% | 35.88%-19.9pp | 134.50%-118.5pp | 28.97%-13.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,644 | $2,921-43.7% | $5,682-71.1% | $4,291-61.7% |
| Admin fee / account holder | $1,232 | $1,264-2.5% | $13,215-90.7% | $1,588-22.4% |