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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 | $87,085 | $65,712+32.5% | $57,196+52.3% | $273,972-68.2% |
| Participation rate | 38.1% | 78.3%-40.2pp | 75.3%-37.2pp | 83.0%-44.9pp |
| Annual return | 7.34% | 22.01%-14.7pp | 14.59%-7.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,429 | $3,782+17.1% | $3,096+43.1% | $5,287-16.2% |
| Admin fee / account holder | $345 | $4,838-92.9% | $3,141-89.0% | $10,133-96.6% |