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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 | $93,552 | $63,949+46.3% | $129,031-27.5% | $94,015-0.5% |
| Participation rate | 51.2% | 63.4%-12.2pp | 73.4%-22.1pp | 70.8%-19.6pp |
| Annual return | 12.40% | 17.56%-5.2pp | 34.67%-22.3pp | 17.84%-5.4pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,620 | $3,686-1.8% | $5,217-30.6% | $4,249-14.8% |
| Admin fee / account holder | $8,473 | $5,523+53.4% | $13,208-35.8% | $8,951-5.3% |