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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 | $52,862 | $72,177-26.8% | $115,038-54.0% | $59,633-11.4% |
| Participation rate | 36.0% | 72.6%-36.6pp | 81.4%-45.4pp | 68.7%-32.7pp |
| Annual return | 5.15% | 12.02%-6.9pp | 26.14%-21.0pp | 2041.45%-2036.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,817 | $4,783-41.1% | $6,026-53.2% | $3,192-11.7% |
| Admin fee / account holder | $11,320 | $4,927+129.8% | $8,175+38.5% | $4,297+163.4% |