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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 | $64,920+48.3% | $103,693-7.2% | $86,983+10.7% |
| Participation rate | 46.2% | 63.6%-17.4pp | 72.6%-26.5pp | 69.5%-23.4pp |
| Annual return | 17.86% | 30.29%-12.4pp | 47.61%-29.7pp | 25.83%-8.0pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,889 | $3,241+112.6% | $4,579+50.4% | $4,194+64.3% |
| Admin fee / account holder | $2,497 | $6,191-59.7% | $7,858-68.2% | $7,856-68.2% |