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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 | $95,979 | $76,407+25.6% | $150,298-36.1% | $82,448+16.4% |
| Participation rate | 54.4% | 66.4%-12.0pp | 77.8%-23.3pp | 68.1%-13.6pp |
| Annual return | 16.78% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $881 | $2,614-66.3% | $4,154-78.8% | $2,551-65.5% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,259 | $6,352-17.2% | $14,116-62.7% | $7,234-27.3% |