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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 | $79,912 | $72,177+10.7% | $115,037-30.5% | $59,633+34.0% |
| Participation rate | 57.1% | 72.6%-15.4pp | 81.4%-24.2pp | 68.7%-11.5pp |
| Annual return | 1.53% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.40%-2039.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,685 | $4,783-23.0% | $6,026-38.9% | $3,192+15.5% |
| Admin fee / account holder | $26,483 | $4,927+437.5% | $8,175+223.9% | $4,297+516.3% |