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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 | $105,743 | $79,449+33.1% | $189,597-44.2% | $85,851+23.2% |
| Participation rate | 42.3% | 66.0%-23.7pp | 78.4%-36.1pp | 69.3%-27.0pp |
| Annual return | 11.81% | 18.45%-6.6pp | 64.20%-52.4pp | 318.63%-306.8pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,205 | $4,051-20.9% | $6,174-48.1% | $3,952-18.9% |
| Admin fee / account holder | $14,242 | $5,377+164.9% | $9,807+45.2% | $6,261+127.5% |