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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% | $184,200-69.1% | $80,874-29.7% |
| Participation rate | 28.1% | 83.9%-55.7pp | 86.8%-58.7pp | 67.6%-39.5pp |
| Annual return | 13.63% | 20.02%-6.4pp | 28.80%-15.2pp | 35.62%-22.0pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,597 | $7,073-49.1% | $9,132-60.6% | $4,297-16.3% |
| Admin fee / account holder | $8,299 | $10,483-20.8% | $13,907-40.3% | $6,935+19.7% |