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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 | $99,711 | $88,707+12.4% | $74,184+34.4% | $273,972-63.6% |
| Participation rate | 44.4% | 79.4%-35.0pp | 76.6%-32.2pp | 83.0%-38.6pp |
| Annual return | 5.79% | 11.94%-6.1pp | 17.74%-11.9pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,342 | $4,212-68.1% | $3,550-62.2% | $5,287-74.6% |
| Admin fee / account holder | $4,015 | $8,717-53.9% | $5,586-28.1% | $10,133-60.4% |