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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 | $42,070 | $58,493-28.1% | $84,023-49.9% | $72,976-42.4% |
| Participation rate | 18.4% | 61.2%-42.8pp | 69.0%-50.6pp | 69.5%-51.1pp |
| Annual return | 17.24% | 28.93%-11.7pp | 71.32%-54.1pp | 81.02%-63.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,092 | $2,394-54.4% | $3,239-66.3% | $3,608-69.7% |
| Admin fee / account holder | $13,994 | $4,569+206.3% | $6,102+129.3% | $5,124+173.1% |