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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 | $116,218 | $67,602+71.9% | $82,312+41.2% | $70,126+65.7% |
| Participation rate | 29.4% | 72.8%-43.4pp | 76.9%-47.5pp | 69.5%-40.1pp |
| Annual return | 15.53% | 21.57%-6.0pp | 25.88%-10.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,438 | $2,987-51.9% | $3,706-61.2% | $3,332-56.8% |
| Admin fee / account holder | $27,696 | $4,512+513.9% | $5,608+393.9% | $4,645+496.2% |