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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 | $69,126 | $50,919+35.8% | $155,556-55.6% | $77,762-11.1% |
| Participation rate | 16.5% | 63.1%-46.6pp | 78.2%-61.7pp | 70.6%-54.1pp |
| Annual return | 17.78% | 34.84%-17.1pp | 64.84%-47.1pp | 31.27%-13.5pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,932 | $2,824-31.6% | $5,631-65.7% | $4,651-58.5% |
| Admin fee / account holder | $9,054 | $437+1973.1% | $15,885-43.0% | $433+1991.5% |