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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 | $94,556 | $45,050+109.9% | $63,018+50.0% | $70,126+34.8% |
| Participation rate | 35.7% | 69.5%-33.8pp | 74.8%-39.1pp | 69.5%-33.8pp |
| Annual return | 16.72% | 18.76%-2.0pp | 87.62%-70.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,816 | $2,466-26.3% | $3,330-45.5% | $3,332-45.5% |
| Admin fee / account holder | $5,072 | $2,834+79.0% | $3,601+40.9% | $4,645+9.2% |