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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 | $69,552 | $41,377+68.1% | $109,313-36.4% | $62,881+10.6% |
| Participation rate | 53.1% | 57.5%-4.4pp | 71.3%-18.1pp | 69.3%-16.2pp |
| Annual return | 6.66% | 11.05%-4.4pp | 22.07%-15.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,293 | $2,045+158.8% | $3,166+67.1% | $3,203+65.2% |
| Admin fee / account holder | $374 | $2,884-87.0% | $5,666-93.4% | $4,296-91.3% |