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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 | $92,255 | $53,901+71.2% | $134,162-31.2% | $73,497+25.5% |
| Participation rate | 63.1% | 62.8%+0.3pp | 72.2%-9.1pp | 70.7%-7.6pp |
| Annual return | 15.08% | 15.82%-0.7pp | 36.35%-21.3pp | 28.51%-13.4pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,705-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,647 | $2,739+69.7% | $3,500+32.8% | $3,740+24.3% |
| Admin fee / account holder | $2,513 | $581+332.9% | $6,685-62.4% | $513+389.8% |