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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 | $114,475 | $78,423+46.0% | $95,964+19.3% | $79,856+43.4% |
| Participation rate | 32.7% | 73.5%-40.8pp | 77.1%-44.4pp | 69.6%-36.9pp |
| Annual return | 18.85% | 19.37%-0.5pp | 91.64%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,684 | $3,440-51.0% | $4,167-59.6% | $3,741-55.0% |
| Admin fee / account holder | $19,442 | $5,622+245.8% | $6,797+186.0% | $5,306+266.4% |