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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 | $116,150 | $149,446-22.3% | $256,809-54.8% | $94,015+23.5% |
| Participation rate | 37.5% | 85.3%-47.8pp | 88.5%-51.0pp | 70.8%-33.3pp |
| Annual return | 14.61% | 17.55%-2.9pp | 32.73%-18.1pp | 17.84%-3.2pp |
| Employer contribution / active EE | $0 | $4,596-100.0% | $7,263-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,692 | $6,491-43.1% | $9,520-61.2% | $4,249-13.1% |
| Admin fee / account holder | $29,400 | $24,035+22.3% | $25,146+16.9% | $8,951+228.5% |