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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 | $108,166 | $81,504+32.7% | $102,437+5.6% | $80,959+33.6% |
| Participation rate | 20.0% | 66.9%-46.9pp | 74.5%-54.5pp | 67.7%-47.7pp |
| Annual return | 13.07% | 25.60%-12.5pp | 24.95%-11.9pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,742 | $3,871-29.2% | $5,060-45.8% | $4,300-36.2% |
| Admin fee / account holder | $8,910 | $6,719+32.6% | $8,388+6.2% | $6,925+28.7% |