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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 | $145,431-20.1% | $211,142-45.0% | $87,485+32.8% |
| Participation rate | 37.5% | 84.7%-47.2pp | 87.3%-49.8pp | 68.9%-31.4pp |
| Annual return | 14.61% | 27.21%-12.6pp | 46.84%-32.2pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,692 | $6,859-46.2% | $9,284-60.2% | $4,274-13.6% |
| Admin fee / account holder | $29,400 | $17,052+72.4% | $19,076+54.1% | $7,775+278.2% |