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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 | $71,510 | $105,623-32.3% | $87,502-18.3% | $273,972-73.9% |
| Participation rate | 42.9% | 78.2%-35.3pp | 73.8%-31.0pp | 83.0%-40.2pp |
| Annual return | 7.13% | 12.26%-5.1pp | 12.21%-5.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,854 | $3,601-20.7% | $3,149-9.4% | $5,287-46.0% |
| Admin fee / account holder | $35,717 | $4,781+647.1% | $4,221+746.2% | $10,133+252.5% |