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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 | $51,043 | $43,344+17.8% | $59,899-14.8% | $64,173-20.5% |
| Participation rate | 19.6% | 69.2%-49.6pp | 74.7%-55.1pp | 69.6%-50.0pp |
| Annual return | -4.24% | -1.55%-2.7pp | 3.46%-7.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,120 | $2,547-56.0% | $3,402-67.1% | $3,470-67.7% |
| Admin fee / account holder | $7,644 | $3,008+154.1% | $3,592+112.8% | $4,887+56.4% |