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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 | $66,247 | $76,407-13.3% | $150,298-55.9% | $82,448-19.6% |
| Participation rate | 15.0% | 66.4%-51.4pp | 77.8%-62.8pp | 68.1%-53.1pp |
| Annual return | 13.68% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,308 | $3,214-59.3% | $5,453-76.0% | $4,139-68.4% |
| Admin fee / account holder | $50,486 | $6,352+694.8% | $14,116+257.7% | $7,234+597.9% |