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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 | $83,961 | $107,421-21.8% | $182,262-53.9% | $94,015-10.7% |
| Participation rate | 28.6% | 77.8%-49.2pp | 84.2%-55.6pp | 70.8%-42.2pp |
| Annual return | 20.80% | 21.32%-0.5pp | 140.60%-119.8pp | 17.84%+3.0pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,368 | $6,558-48.6% | $8,276-59.3% | $4,249-20.7% |
| Admin fee / account holder | $3,593 | $8,692-58.7% | $16,712-78.5% | $8,951-59.9% |