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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 | $103,371 | $76,564+35.0% | $105,582-2.1% | $94,015+10.0% |
| Participation rate | 33.3% | 65.2%-31.8pp | 71.8%-38.4pp | 70.8%-37.5pp |
| Annual return | 18.95% | 20.69%-1.7pp | 18.61%+0.3pp | 17.84%+1.1pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,492 | $3,320-25.0% | $4,353-42.8% | $4,249-41.4% |
| Admin fee / account holder | $7,420 | $7,129+4.1% | $12,856-42.3% | $8,951-17.1% |