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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 | $102,896 | $95,404+7.9% | $113,397-9.3% | $82,637+24.5% |
| Participation rate | 37.8% | 72.8%-35.0pp | 76.5%-38.7pp | 68.1%-30.2pp |
| Annual return | 19.37% | 19.08%+0.3pp | 23.20%-3.8pp | 53.51%-34.1pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,864 | $4,220-8.4% | $5,076-23.9% | $4,126-6.4% |
| Admin fee / account holder | $1,852 | $9,168-79.8% | $11,957-84.5% | $7,339-74.8% |