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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 | $85,303 | $65,034+31.2% | $90,970-6.2% | $79,856+6.8% |
| Participation rate | 16.9% | 61.6%-44.7pp | 69.0%-52.1pp | 69.6%-52.7pp |
| Annual return | 17.46% | 30.45%-13.0pp | 134.60%-117.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,522 | $2,512-39.4% | $3,373-54.9% | $3,741-59.3% |
| Admin fee / account holder | $701 | $4,536-84.5% | $5,961-88.2% | $5,306-86.8% |