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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 | $58,627+76.3% | $76,735+34.7% | $82,448+25.4% |
| Participation rate | 33.3% | 63.2%-29.9pp | 69.5%-36.2pp | 68.1%-34.7pp |
| Annual return | 18.95% | 39.10%-20.2pp | 29.77%-10.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,492 | $3,134-20.5% | $4,088-39.0% | $4,139-39.8% |
| Admin fee / account holder | $7,420 | $5,323+39.4% | $7,189+3.2% | $7,234+2.6% |