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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 | $107,532 | $78,015+37.8% | $178,505-39.8% | $80,959+32.8% |
| Participation rate | 62.1% | 65.7%-3.6pp | 77.1%-15.0pp | 67.7%-5.6pp |
| Annual return | 16.01% | 18.10%-2.1pp | 27.16%-11.1pp | 35.67%-19.7pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,073 | $4,406-30.2% | $6,280-51.1% | $4,300-28.5% |
| Admin fee / account holder | $31,894 | $7,160+345.4% | $10,428+205.9% | $6,925+360.5% |