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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 | $79,422 | $59,123+34.3% | $77,183+2.9% | $75,181+5.6% |
| Participation rate | 19.5% | 63.9%-44.4pp | 69.6%-50.1pp | 67.2%-47.7pp |
| Annual return | 17.30% | 26.72%-9.4pp | 37.89%-20.6pp | 160.69%-143.4pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,452 | $2,999-51.6% | $3,833-62.1% | $4,126-64.8% |
| Admin fee / account holder | $494 | $4,776-89.7% | $5,475-91.0% | $5,650-91.3% |