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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 | $98,674 | $93,346+5.7% | $71,796+37.4% | $273,972-64.0% |
| Participation rate | 22.7% | 76.5%-53.8pp | 69.1%-46.4pp | 83.0%-60.3pp |
| Annual return | 11.84% | 130.39%-118.5pp | 78.04%-66.2pp | 41.46%-29.6pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,090 | $3,475-39.9% | $2,794-25.2% | $5,287-60.5% |
| Admin fee / account holder | $962 | $6,571-85.4% | $4,815-80.0% | $10,133-90.5% |