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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 | $57,061+72.5% | $85,063+15.7% | $80,911+21.6% |
| Participation rate | 57.1% | 56.3%+0.8pp | 67.5%-10.4pp | 67.6%-10.5pp |
| Annual return | 14.84% | 21.66%-6.8pp | 66.54%-51.7pp | 35.63%-20.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,047 | $3,110+62.3% | $4,523+11.6% | $4,297+17.5% |
| Admin fee / account holder | $2,185 | $4,986-56.2% | $6,155-64.5% | $6,935-68.5% |