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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 | $70,109 | $107,666-34.9% | $102,184-31.4% | $154,746-54.7% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.6%-49.3pp | 80.7%-47.4pp |
| Annual return | 12.74% | 29.33%-16.6pp | 31.58%-18.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,492 | $8,719-14.1% | $8,309-9.8% | $6,730+11.3% |
| Admin fee / account holder | $31,778 | $12,943+145.5% | $11,609+173.7% | $14,365+121.2% |