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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 | $116,775 | $76,407+52.8% | $150,298-22.3% | $82,448+41.6% |
| Participation rate | 40.6% | 66.4%-25.8pp | 77.8%-37.1pp | 68.1%-27.4pp |
| Annual return | 19.62% | 39.99%-20.4pp | 62.79%-43.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,550 | $3,214+41.5% | $5,453-16.6% | $4,139+9.9% |
| Admin fee / account holder | $44,465 | $6,352+600.0% | $14,116+215.0% | $7,234+514.6% |