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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 | $68,194 | $77,638-12.2% | $156,551-56.4% | $62,881+8.4% |
| Participation rate | 25.8% | 71.2%-45.4pp | 84.0%-58.2pp | 69.3%-43.5pp |
| Annual return | 10.07% | 50.33%-40.3pp | 32.23%-22.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,225 | $3,046-59.8% | $4,871-74.8% | $3,203-61.7% |
| Admin fee / account holder | $1,668 | $5,561-70.0% | $13,028-87.2% | $4,296-61.2% |