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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 | $96,319 | $86,795+11.0% | $67,681+42.3% | $64,728+48.8% |
| Participation rate | 26.0% | 71.7%-45.7pp | 73.7%-47.7pp | 57.9%-31.9pp |
| Annual return | 17.76% | 12.58%+5.2pp | 590.58%-572.8pp | 49.38%-31.6pp |
| Employer contribution / active EE | $0 | $2,837-100.0% | $2,678-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,815 | $3,430-47.1% | $3,976-54.4% | $2,729-33.5% |
| Admin fee / account holder | $3,254 | $238+1265.5% | $6,100-46.7% | $1,145+184.2% |