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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 | $103,098 | $58,600+75.9% | $83,327+23.7% | $64,173+60.7% |
| Participation rate | 38.8% | 72.0%-33.2pp | 77.8%-39.0pp | 69.6%-30.8pp |
| Annual return | -5.18% | 9.66%-14.8pp | 10.64%-15.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,135 | $4,656-11.2% | $5,565-25.7% | $3,470+19.2% |
| Admin fee / account holder | $2,966 | $9,282-68.0% | $7,540-60.7% | $4,887-39.3% |