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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 | $51,945 | $86,922-40.2% | $102,438-49.3% | $80,874-35.8% |
| Participation rate | 20.0% | 72.4%-52.4pp | 76.5%-56.5pp | 67.6%-47.6pp |
| Annual return | 11.11% | 18.90%-7.8pp | 29.37%-18.3pp | 35.62%-24.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,670 | $4,119-35.2% | $5,054-47.2% | $4,297-37.9% |
| Admin fee / account holder | $16,862 | $8,050+109.5% | $9,448+78.5% | $6,935+143.1% |