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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 | $102,650 | $63,703+61.1% | $93,063+10.3% | $82,448+24.5% |
| Participation rate | 12.5% | 63.8%-51.3pp | 72.1%-59.6pp | 68.1%-55.6pp |
| Annual return | 14.88% | -775.43%+790.3pp | 34.15%-19.3pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,298 | $2,919-55.5% | $3,958-67.2% | $4,139-68.6% |
| Admin fee / account holder | $1,691 | $5,982-71.7% | $6,033-72.0% | $7,234-76.6% |