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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 | $94,360 | $46,534+102.8% | $64,097+47.2% | $75,177+25.5% |
| Participation rate | 44.3% | 65.9%-21.6pp | 72.3%-28.0pp | 67.2%-22.9pp |
| Annual return | 15.52% | 26.07%-10.5pp | 33.75%-18.2pp | 160.75%-145.2pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,623 | $2,835-7.5% | $3,881-32.4% | $4,126-36.4% |
| Admin fee / account holder | $4,200 | $2,957+42.1% | $3,070+36.8% | $5,651-25.7% |