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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 | $63,569 | $52,678+20.7% | $75,784-16.1% | $59,633+6.6% |
| Participation rate | 19.4% | 67.2%-47.9pp | 75.8%-56.5pp | 68.7%-49.3pp |
| Annual return | -1.45% | 2.95%-4.4pp | 9.68%-11.1pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,568 | $2,591-39.5% | $3,652-57.0% | $3,192-50.9% |
| Admin fee / account holder | $6,615 | $3,610+83.2% | $5,300+24.8% | $4,297+53.9% |