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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 | $108,532 | $72,486+49.7% | $87,103+24.6% | $72,976+48.7% |
| Participation rate | 54.5% | 72.8%-18.3pp | 76.9%-22.3pp | 69.5%-14.9pp |
| Annual return | 23.62% | 24.46%-0.8pp | 28.19%-4.6pp | 81.02%-57.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,641 | $3,270-19.2% | $4,049-34.8% | $3,608-26.8% |
| Admin fee / account holder | $641 | $5,055-87.3% | $7,491-91.4% | $5,124-87.5% |