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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 | $98,421 | $57,073+72.4% | $85,126+15.6% | $80,925+21.6% |
| Participation rate | 57.1% | 56.4%+0.7pp | 67.5%-10.4pp | 67.7%-10.5pp |
| Annual return | 14.84% | 21.69%-6.9pp | 66.63%-51.8pp | 35.65%-20.8pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,047 | $3,113+62.1% | $4,523+11.6% | $4,299+17.4% |
| Admin fee / account holder | $2,185 | $4,988-56.2% | $6,160-64.5% | $6,940-68.5% |