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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 | $85,559 | $55,902+53.1% | $76,030+12.5% | $80,959+5.7% |
| Participation rate | 28.9% | 62.1%-33.2pp | 69.1%-40.2pp | 67.7%-38.8pp |
| Annual return | 11.08% | 20.59%-9.5pp | 361.54%-350.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,970 | $3,051-2.6% | $4,257-30.2% | $4,300-30.9% |
| Admin fee / account holder | $35,669 | $5,239+580.8% | $6,421+455.6% | $6,925+415.1% |