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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 | $55,549 | $50,947+9.0% | $74,549-25.5% | $64,173-13.4% |
| Participation rate | 29.0% | 61.1%-32.0pp | 69.1%-40.1pp | 69.6%-40.5pp |
| Annual return | -6.40% | -1.85%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,110 | $2,302-51.8% | $3,108-64.3% | $3,470-68.0% |
| Admin fee / account holder | $1,216 | $4,221-71.2% | $5,059-76.0% | $4,887-75.1% |