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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 | $81,233-29.5% | $155,567-63.2% | $80,874-29.2% |
| Participation rate | 16.0% | 66.2%-50.2pp | 78.2%-62.2pp | 67.6%-51.6pp |
| Annual return | 12.51% | 33.33%-20.8pp | 64.74%-52.2pp | 35.62%-23.1pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $901 | $3,452-73.9% | $5,628-84.0% | $4,297-79.0% |
| Admin fee / account holder | $20,380 | $7,998+154.8% | $15,916+28.0% | $6,935+193.9% |