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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 | $91,285 | $63,355+44.1% | $91,994-0.8% | $72,983+25.1% |
| Participation rate | 44.0% | 72.5%-28.5pp | 78.6%-34.6pp | 69.5%-25.5pp |
| Annual return | 36.30% | 35.35%+1.0pp | 69.03%-32.7pp | 81.01%-44.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,667 | $4,883-45.4% | $5,923-55.0% | $3,608-26.1% |
| Admin fee / account holder | $2,717 | $4,668-41.8% | $7,743-64.9% | $5,124-47.0% |