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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 | $77,555 | $109,359-29.1% | $162,177-52.2% | $72,975+6.3% |
| Participation rate | 58.9% | 84.3%-25.3pp | 87.6%-28.6pp | 69.5%-10.6pp |
| Annual return | 21.78% | 25.46%-3.7pp | 115.60%-93.8pp | 81.01%-59.2pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,317 | $5,481-3.0% | $7,297-27.1% | $3,608+47.4% |
| Admin fee / account holder | $12,526 | $7,972+57.1% | $10,843+15.5% | $5,124+144.4% |