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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 | $106,964 | $81,331+31.5% | $155,534-31.2% | $80,935+32.2% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 17.23% | 33.37%-16.1pp | 64.92%-47.7pp | 35.66%-18.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,743 | $3,454-20.6% | $5,630-51.3% | $4,299-36.2% |
| Admin fee / account holder | $16,962 | $7,999+112.0% | $15,900+6.7% | $6,924+145.0% |