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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 | $95,881 | $81,358+17.8% | $155,556-38.4% | $80,959+18.4% |
| Participation rate | 44.4% | 66.3%-21.8pp | 78.2%-33.8pp | 67.7%-23.2pp |
| Annual return | 64.65% | 33.39%+31.3pp | 64.84%-0.2pp | 35.67%+29.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,294 | $3,455-33.6% | $5,631-59.3% | $4,300-46.6% |
| Admin fee / account holder | $810 | $7,994-89.9% | $15,885-94.9% | $6,925-88.3% |