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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 | $67,639 | $88,583-23.6% | $88,497-23.6% | $273,972-75.3% |
| Participation rate | 68.8% | 83.5%-14.7pp | 82.4%-13.7pp | 83.0%-14.3pp |
| Annual return | 6.98% | 5.68%+1.3pp | 7.63%-0.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $4,502-100.0% | $4,036-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,685 | $4,891-45.1% | $4,899-45.2% | $5,287-49.2% |
| Admin fee / account holder | $30,281 | $8,980+237.2% | $6,220+386.9% | $10,133+198.8% |