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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 | $83,758 | $58,828+42.4% | $78,002+7.4% | $62,881+33.2% |
| Participation rate | 36.1% | 71.1%-34.9pp | 75.5%-39.4pp | 69.3%-33.2pp |
| Annual return | 5.23% | 17.16%-11.9pp | 425.99%-420.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,322 | $2,686-50.8% | $3,497-62.2% | $3,203-58.7% |
| Admin fee / account holder | $3,504 | $4,393-20.2% | $5,481-36.1% | $4,296-18.4% |