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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 | $57,275 | $69,977-18.2% | $108,582-47.3% | $62,881-8.9% |
| Participation rate | 38.7% | 72.9%-34.2pp | 79.6%-40.9pp | 69.3%-30.6pp |
| Annual return | 8.64% | 10.73%-2.1pp | -51.70%+60.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,435 | $3,165-54.6% | $4,311-66.7% | $3,203-55.2% |
| Admin fee / account holder | $2,944 | $5,076-42.0% | $7,645-61.5% | $4,296-31.5% |