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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 | $96,274 | $49,976+92.6% | $66,674+44.4% | $82,637+16.5% |
| Participation rate | 46.2% | 63.1%-16.9pp | 73.7%-27.5pp | 68.1%-21.9pp |
| Annual return | 17.86% | 39.09%-21.2pp | 321.24%-303.4pp | 53.51%-35.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,889 | $2,847+142.0% | $4,084+68.7% | $4,126+67.0% |
| Admin fee / account holder | $2,497 | $4,594-45.6% | $5,098-51.0% | $7,339-66.0% |