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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 | $62,037 | $56,894+9.0% | $84,753-26.8% | $62,881-1.3% |
| Participation rate | 34.3% | 68.5%-34.3pp | 76.6%-42.3pp | 69.3%-35.0pp |
| Annual return | 4.33% | 6.30%-2.0pp | 22.78%-18.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,895 | $2,709-30.0% | $3,712-48.9% | $3,203-40.8% |
| Admin fee / account holder | $16,918 | $3,581+372.4% | $5,333+217.2% | $4,296+293.8% |