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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 | $20,733 | $96,558-78.5% | $80,977-74.4% | $273,972-92.4% |
| Participation rate | 54.5% | 79.1%-24.5pp | 75.8%-21.3pp | 83.0%-28.5pp |
| Annual return | 9.38% | 15.14%-5.8pp | 17.11%-7.7pp | 41.46%-32.1pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,010 | $6,598+66.9% | $5,696+93.3% | $5,287+108.2% |
| Admin fee / account holder | $45,015 | $7,493+500.7% | $5,517+716.0% | $10,133+344.3% |