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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 | $87,225+17.7% | $158,226-35.1% | $94,015+9.2% |
| Participation rate | 12.5% | 67.9%-55.4pp | 74.8%-62.3pp | 70.8%-58.3pp |
| Annual return | 14.88% | 16.34%-1.5pp | 501.41%-486.5pp | 17.84%-3.0pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $2,986-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,298 | $3,405-61.9% | $4,317-69.9% | $4,249-69.5% |
| Admin fee / account holder | $1,691 | $7,888-78.6% | $10,217-83.4% | $8,951-81.1% |