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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 | $41,238 | $93,064-55.7% | $74,577-44.7% | $273,972-84.9% |
| Participation rate | 53.8% | 74.9%-21.1pp | 68.1%-14.3pp | 83.0%-29.2pp |
| Annual return | 5.50% | 26.18%-20.7pp | 20.47%-15.0pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,927 | $4,160-53.7% | $3,458-44.3% | $5,287-63.6% |
| Admin fee / account holder | $12,153 | $5,273+130.5% | $4,138+193.7% | $10,133+19.9% |