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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 | $62,662 | $48,118+30.2% | $136,833-54.2% | $94,015-33.3% |
| Participation rate | 7.4% | 47.4%-40.0pp | 59.0%-51.6pp | 70.8%-63.4pp |
| Annual return | 15.66% | 14.65%+1.0pp | 35.32%-19.7pp | 17.84%-2.2pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $1,651-100.0% | $2,441-100.0% | $4,249-100.0% |
| Admin fee / account holder | $646 | $3,059-78.9% | $4,706-86.3% | $8,951-92.8% |