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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 | $56,854 | $138,385-58.9% | $184,243-69.1% | $80,925-29.7% |
| Participation rate | 28.1% | 83.9%-55.8pp | 86.8%-58.7pp | 67.7%-39.5pp |
| Annual return | 13.63% | 20.02%-6.4pp | 28.82%-15.2pp | 35.65%-22.0pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,597 | $7,075-49.2% | $9,132-60.6% | $4,299-16.3% |
| Admin fee / account holder | $8,299 | $10,489-20.9% | $13,914-40.4% | $6,940+19.6% |