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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 | $38,081 | $140,578-72.9% | $100,671-62.2% | $125,389-69.6% |
| Participation rate | 60.0% | 80.4%-20.4pp | 70.7%-10.7pp | 83.2%-23.2pp |
| Annual return | 0.87% | 24.67%-23.8pp | 20.43%-19.6pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,475 | $3,981-37.8% | $3,144-21.3% | $5,352-53.7% |
| Admin fee / account holder | $6,715 | $6,7160% | $4,850+38.5% | $9,541-29.6% |