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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 | $86,926 | $108,825-20.1% | $156,181-44.3% | $82,448+5.4% |
| Participation rate | 43.8% | 72.4%-28.6pp | 78.8%-35.1pp | 68.1%-24.3pp |
| Annual return | 15.32% | 20.59%-5.3pp | 64.87%-49.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,831 | $4,577-38.2% | $6,132-53.8% | $4,139-31.6% |
| Admin fee / account holder | $1,626 | $9,341-82.6% | $14,586-88.9% | $7,234-77.5% |