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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 | $77,084 | $62,672+23.0% | $185,117-58.4% | $70,131+9.9% |
| Participation rate | 23.7% | 63.8%-40.1pp | 77.3%-53.6pp | 69.5%-45.9pp |
| Annual return | 16.25% | 40.79%-24.5pp | 40.50%-24.2pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,153 | $3,272-64.7% | $5,045-77.1% | $3,332-65.4% |
| Admin fee / account holder | $952 | $3,932-75.8% | $8,159-88.3% | $4,645-79.5% |