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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 | $98,547 | $54,541+80.7% | $78,778+25.1% | $70,126+40.5% |
| Participation rate | 53.7% | 60.8%-7.1pp | 69.2%-15.5pp | 69.5%-15.9pp |
| Annual return | 14.12% | 21.07%-7.0pp | 35.62%-21.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,917 | $2,210-13.3% | $2,958-35.2% | $3,332-42.5% |
| Admin fee / account holder | $2,823 | $3,709-23.9% | $5,134-45.0% | $4,645-39.2% |