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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 | $44,852 | $41,377+8.4% | $109,313-59.0% | $62,881-28.7% |
| Participation rate | 15.7% | 57.5%-41.9pp | 71.3%-55.6pp | 69.3%-53.6pp |
| Annual return | 5.99% | 11.05%-5.1pp | 22.07%-16.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $915 | $2,045-55.3% | $3,166-71.1% | $3,203-71.4% |
| Admin fee / account holder | $5,574 | $2,884+93.3% | $5,666-1.6% | $4,296+29.8% |