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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 | $59,937 | $58,828+1.9% | $78,002-23.2% | $62,881-4.7% |
| Participation rate | 44.3% | 71.1%-26.7pp | 75.5%-31.2pp | 69.3%-25.0pp |
| Annual return | 4.80% | 17.16%-12.4pp | 425.99%-421.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,916 | $2,686-28.7% | $3,497-45.2% | $3,203-40.2% |
| Admin fee / account holder | $8,751 | $4,393+99.2% | $5,481+59.7% | $4,296+103.7% |