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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 | $94,221 | $69,977+34.6% | $108,582-13.2% | $62,881+49.8% |
| Participation rate | 22.2% | 72.9%-50.7pp | 79.6%-57.3pp | 69.3%-47.1pp |
| Annual return | 7.72% | 10.73%-3.0pp | -51.70%+59.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,796 | $3,165-43.3% | $4,311-58.3% | $3,203-43.9% |
| Admin fee / account holder | $1,365 | $5,076-73.1% | $7,645-82.1% | $4,296-68.2% |