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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 | $70,443 | $88,707-20.6% | $74,184-5.0% | $273,972-74.3% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.6%-22.1pp | 83.0%-28.5pp |
| Annual return | 6.16% | 11.94%-5.8pp | 17.74%-11.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,231 | $4,212-23.3% | $3,550-9.0% | $5,287-38.9% |
| Admin fee / account holder | $24,712 | $8,717+183.5% | $5,586+342.4% | $10,133+143.9% |