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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 | $146,267-20.6% | $197,124-41.1% | $82,448+40.9% |
| Participation rate | 37.5% | 84.0%-46.5pp | 86.7%-49.2pp | 68.1%-30.6pp |
| Annual return | 14.61% | 29.61%-15.0pp | 44.34%-29.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,692 | $7,035-47.5% | $9,135-59.6% | $4,139-10.8% |
| Admin fee / account holder | $29,400 | $14,422+103.9% | $16,298+80.4% | $7,234+306.4% |