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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 | $98,222 | $107,421-8.6% | $182,262-46.1% | $94,015+4.5% |
| Participation rate | 43.9% | 77.8%-33.8pp | 84.2%-40.3pp | 70.8%-26.9pp |
| Annual return | 13.97% | 21.32%-7.3pp | 140.60%-126.6pp | 17.84%-3.9pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,677 | $6,558-43.9% | $8,276-55.6% | $4,249-13.5% |
| Admin fee / account holder | $31,655 | $8,692+264.2% | $16,712+89.4% | $8,951+253.6% |