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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 | $50,820+36.0% | $155,567-55.6% | $77,671-11.0% |
| Participation rate | 16.5% | 63.1%-46.7pp | 78.2%-61.7pp | 70.6%-54.1pp |
| Annual return | 17.78% | 34.85%-17.1pp | 64.74%-47.0pp | 31.21%-13.4pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,932 | $2,823-31.6% | $5,628-65.7% | $4,648-58.4% |
| Admin fee / account holder | $9,054 | $436+1977.0% | $15,916-43.1% | $430+2003.7% |