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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 | $86,602 | $69,977+23.8% | $108,582-20.2% | $62,881+37.7% |
| Participation rate | 57.4% | 72.9%-15.4pp | 79.6%-22.1pp | 69.3%-11.9pp |
| Annual return | 6.35% | 10.73%-4.4pp | -51.70%+58.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,167 | $3,165+0.1% | $4,311-26.5% | $3,203-1.1% |
| Admin fee / account holder | $3,005 | $5,076-40.8% | $7,645-60.7% | $4,296-30.1% |