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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 | $94,574 | $69,977+35.1% | $108,582-12.9% | $62,881+50.4% |
| Participation rate | 66.0% | 72.9%-6.9pp | 79.6%-13.6pp | 69.3%-3.3pp |
| Annual return | 6.36% | 10.73%-4.4pp | -51.70%+58.1pp | 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 | $6,194 | $3,165+95.7% | $4,311+43.7% | $3,203+93.4% |
| Admin fee / account holder | $13,757 | $5,076+171.0% | $7,645+79.9% | $4,296+220.2% |