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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 | $63,786 | $52,306+21.9% | $69,779-8.6% | $62,881+1.4% |
| Participation rate | 40.0% | 67.2%-27.2pp | 71.8%-31.8pp | 69.3%-29.3pp |
| Annual return | 4.97% | 13.35%-8.4pp | 12.99%-8.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $938 | $2,395-60.8% | $2,931-68.0% | $3,203-70.7% |
| Admin fee / account holder | $837 | $3,691-77.3% | $4,381-80.9% | $4,296-80.5% |