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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 | $120,738 | $101,778+18.6% | $164,975-26.8% | $80,925+49.2% |
| Participation rate | 47.3% | 71.8%-24.5pp | 78.6%-31.3pp | 67.7%-20.3pp |
| Annual return | 10.92% | 16.73%-5.8pp | 70.12%-59.2pp | 35.65%-24.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,315 | $4,477-48.3% | $6,033-61.6% | $4,299-46.1% |
| Admin fee / account holder | $1,351 | $8,221-83.6% | $12,688-89.3% | $6,940-80.5% |