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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 | $65,910 | $55,713+18.3% | $75,901-13.2% | $72,975-9.7% |
| Participation rate | 39.4% | 61.1%-21.7pp | 69.3%-29.9pp | 69.5%-30.1pp |
| Annual return | 17.13% | 27.60%-10.5pp | 30.76%-13.6pp | 81.01%-63.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,329 | $2,634-11.6% | $3,603-35.4% | $3,608-35.4% |
| Admin fee / account holder | $17,523 | $3,980+340.2% | $5,420+223.3% | $5,124+242.0% |