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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 | $122,131-49.9% | $499,661-87.8% | $122,131-49.9% |
| Participation rate | 45.7% | 75.1%-29.4pp | 87.9%-42.2pp | 75.1%-29.4pp |
| Annual return | 13.87% | 16.17%-2.3pp | 147.38%-133.5pp | 16.17%-2.3pp |
| Employer contribution / active EE | $0 | $3,608-100.0% | $8,771-100.0% | $3,608-100.0% |
| Participant deferral / active EE | $1,928 | $3,892-50.5% | $7,733-75.1% | $3,892-50.5% |
| Admin fee / account holder | $10,205 | $11,586-11.9% | $51,240-80.1% | $11,586-11.9% |