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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 | $75,643 | $113,338-33.3% | $94,993-20.4% | $147,586-48.7% |
| Participation rate | 68.2% | 78.0%-9.8pp | 73.9%-5.7pp | 82.8%-14.6pp |
| Annual return | 7.02% | 20.80%-13.8pp | 27.14%-20.1pp | 578.59%-571.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,404 | $3,777-36.3% | $3,317-27.5% | $5,439-55.8% |
| Admin fee / account holder | $92,620 | $6,063+1427.7% | $4,960+1767.2% | $10,886+750.8% |