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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 | $57,246 | $81,276-29.6% | $155,574-63.2% | $80,925-29.3% |
| Participation rate | 16.0% | 66.2%-50.2pp | 78.2%-62.2pp | 67.7%-51.7pp |
| Annual return | 12.51% | 33.36%-20.9pp | 64.87%-52.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $901 | $3,453-73.9% | $5,629-84.0% | $4,299-79.0% |
| Admin fee / account holder | $20,380 | $7,993+155.0% | $15,914+28.1% | $6,940+193.7% |