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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 | $81,078 | $80,983+0.1% | $96,544-16.0% | $75,177+7.8% |
| Participation rate | 19.1% | 71.8%-52.7pp | 76.0%-56.9pp | 67.2%-48.1pp |
| Annual return | 14.65% | 27.05%-12.4pp | 25.88%-11.2pp | 160.75%-146.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,848 | $3,929-53.0% | $4,851-61.9% | $4,126-55.2% |
| Admin fee / account holder | $32,611 | $6,717+385.5% | $8,254+295.1% | $5,651+477.1% |