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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 | $61,151 | $131,167-53.4% | $358,286-82.9% | $131,167-53.4% |
| Participation rate | 45.7% | 70.6%-24.9pp | 90.2%-44.5pp | 70.6%-24.9pp |
| Annual return | 13.87% | 14.69%-0.8pp | -17.12%+31.0pp | 14.69%-0.8pp |
| Employer contribution / active EE | $0 | $3,654-100.0% | $8,560-100.0% | $3,654-100.0% |
| Participant deferral / active EE | $1,928 | $4,079-52.7% | $9,815-80.4% | $4,079-52.7% |
| Admin fee / account holder | $10,205 | $12,045-15.3% | $26,097-60.9% | $12,045-15.3% |