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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 | $69,237 | $54,541+26.9% | $78,778-12.1% | $70,126-1.3% |
| Participation rate | 25.7% | 60.8%-35.1pp | 69.2%-43.5pp | 69.5%-43.8pp |
| Annual return | 16.41% | 21.07%-4.7pp | 35.62%-19.2pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,945 | $2,210-12.0% | $2,958-34.2% | $3,332-41.6% |
| Admin fee / account holder | $32,379 | $3,709+773.1% | $5,134+530.7% | $4,645+597.0% |