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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 | $46,855 | $84,236-44.4% | $170,435-72.5% | $70,126-33.2% |
| Participation rate | 64.9% | 70.8%-5.9pp | 83.6%-18.7pp | 69.5%-4.6pp |
| Annual return | 15.64% | 23.06%-7.4pp | 205.94%-190.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,310 | $3,086-25.2% | $4,939-53.2% | $3,332-30.7% |
| Admin fee / account holder | $12,446 | $5,698+118.4% | $13,881-10.3% | $4,645+167.9% |