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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 | $77,962+37.9% | $178,540-39.8% | $80,935+32.9% |
| Participation rate | 62.1% | 65.7%-3.6pp | 77.1%-15.0pp | 67.7%-5.6pp |
| Annual return | 16.01% | 18.10%-2.1pp | 27.15%-11.1pp | 35.66%-19.6pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,073 | $4,404-30.2% | $6,281-51.1% | $4,299-28.5% |
| Admin fee / account holder | $31,894 | $7,156+345.7% | $10,424+206.0% | $6,924+360.6% |