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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 | $78,535 | $80,992-3.0% | $96,534-18.6% | $75,173+4.5% |
| Participation rate | 42.4% | 71.8%-29.4pp | 76.0%-33.6pp | 67.2%-24.8pp |
| Annual return | 14.37% | 27.05%-12.7pp | 25.88%-11.5pp | 160.72%-146.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,906 | $3,929-51.5% | $4,851-60.7% | $4,126-53.8% |
| Admin fee / account holder | $2,060 | $6,717-69.3% | $8,253-75.0% | $5,651-63.5% |