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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 | $84,808 | $91,179-7.0% | $178,499-52.5% | $79,852+6.2% |
| Participation rate | 32.6% | 69.2%-36.6pp | 81.9%-49.4pp | 69.6%-37.1pp |
| Annual return | 13.96% | 24.19%-10.2pp | 151.10%-137.1pp | 31.72%-17.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,681 | $3,236-48.1% | $5,202-67.7% | $3,740-55.1% |
| Admin fee / account holder | $8,983 | $6,749+33.1% | $13,986-35.8% | $5,306+69.3% |