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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 | $75,611 | $65,027+16.3% | $90,970-16.9% | $79,852-5.3% |
| Participation rate | 50.9% | 61.6%-10.7pp | 69.0%-18.1pp | 69.6%-18.7pp |
| Annual return | 13.61% | 30.45%-16.8pp | 134.58%-121.0pp | 31.72%-18.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,031 | $2,512-19.1% | $3,373-39.8% | $3,740-45.7% |
| Admin fee / account holder | $2,062 | $4,535-54.5% | $5,960-65.4% | $5,306-61.1% |