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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 | $29,964 | $62,672-52.2% | $185,117-83.8% | $70,126-57.3% |
| Participation rate | 52.3% | 63.8%-11.5pp | 77.3%-25.0pp | 69.5%-17.3pp |
| Annual return | 20.12% | 40.79%-20.7pp | 40.50%-20.4pp | 73.15%-53.0pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,000 | $3,272-38.9% | $5,045-60.4% | $3,332-40.0% |
| Admin fee / account holder | $7,693 | $3,932+95.7% | $8,159-5.7% | $4,645+65.6% |