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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 | $61,682 | $49,249+25.2% | $70,476-12.5% | $79,852-22.8% |
| Participation rate | 23.7% | 69.2%-45.5pp | 75.1%-51.4pp | 69.6%-46.0pp |
| Annual return | 12.10% | 30.09%-18.0pp | 109.12%-97.0pp | 31.72%-19.6pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,935 | $2,769-30.1% | $3,710-47.8% | $3,740-48.3% |
| Admin fee / account holder | $15,073 | $2,878+423.8% | $3,847+291.8% | $5,306+184.1% |