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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 | $56,707 | $114,712-50.6% | $173,730-67.4% | $87,485-35.2% |
| Participation rate | 68.2% | 73.0%-4.8pp | 79.6%-11.4pp | 68.9%-0.7pp |
| Annual return | 14.66% | 20.18%-5.5pp | 19.96%-5.3pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,114 | $4,642-11.4% | $6,326-35.0% | $4,274-3.7% |
| Admin fee / account holder | $27,692 | $10,210+171.2% | $17,523+58.0% | $7,775+256.2% |