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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 | $114,557 | $116,203-1.4% | $93,621+22.4% | $152,909-25.1% |
| Participation rate | 56.3% | 78.1%-21.8pp | 75.8%-19.6pp | 82.5%-26.2pp |
| Annual return | 17.03% | 35.96%-18.9pp | 32.76%-15.7pp | 345.46%-328.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,037 | $4,605-34.0% | $4,070-25.4% | $5,851-48.1% |
| Admin fee / account holder | $28,440 | $10,751+164.5% | $7,890+260.5% | $11,601+145.2% |