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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 | $105,255 | $77,472+35.9% | $100,392+4.8% | $80,935+30.0% |
| Participation rate | 50.7% | 76.9%-26.3pp | 81.5%-30.8pp | 67.7%-17.0pp |
| Annual return | 21.95% | 37.26%-15.3pp | 49.45%-27.5pp | 35.66%-13.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,559 | $6,818-18.5% | $8,090-31.3% | $4,299+29.3% |
| Admin fee / account holder | $13,945 | $5,885+137.0% | $7,904+76.4% | $6,924+101.4% |