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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 | $61,793 | $48,364+27.8% | $71,796-13.9% | $62,881-1.7% |
| Participation rate | 19.4% | 60.6%-41.3pp | 69.1%-49.8pp | 69.3%-49.9pp |
| Annual return | 5.73% | 13.16%-7.4pp | 78.04%-72.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,069 | $2,091-48.9% | $2,794-61.7% | $3,203-66.6% |
| Admin fee / account holder | $1,662 | $3,771-55.9% | $4,815-65.5% | $4,296-61.3% |