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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 | $85,823 | $41,377+107.4% | $109,313-21.5% | $62,881+36.5% |
| Participation rate | 44.4% | 57.5%-13.1pp | 71.3%-26.8pp | 69.3%-24.9pp |
| 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 | $2,006 | $2,045-1.9% | $3,166-36.6% | $3,203-37.4% |
| Admin fee / account holder | $356 | $2,884-87.7% | $5,666-93.7% | $4,296-91.7% |