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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 | $54,001 | $72,492-25.5% | $87,104-38.0% | $72,975-26.0% |
| Participation rate | 50.8% | 72.8%-22.0pp | 76.9%-26.1pp | 69.5%-18.7pp |
| Annual return | 17.87% | 24.46%-6.6pp | 28.19%-10.3pp | 81.01%-63.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,473 | $3,270-54.9% | $4,048-63.6% | $3,608-59.2% |
| Admin fee / account holder | $15,299 | $5,055+202.7% | $7,491+104.2% | $5,124+198.6% |