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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 | $88,722 | $56,894+55.9% | $84,753+4.7% | $62,881+41.1% |
| Participation rate | 47.1% | 68.5%-21.5pp | 76.6%-29.5pp | 69.3%-22.2pp |
| Annual return | 8.23% | 6.30%+1.9pp | 22.78%-14.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,230 | $2,709-17.7% | $3,712-39.9% | $3,203-30.4% |
| Admin fee / account holder | $1,317 | $3,581-63.2% | $5,333-75.3% | $4,296-69.3% |