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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 | $100,890 | $86,922+16.1% | $102,438-1.5% | $80,874+24.7% |
| Participation rate | 46.7% | 72.4%-25.7pp | 76.5%-29.8pp | 67.6%-21.0pp |
| Annual return | 14.29% | 18.90%-4.6pp | 29.37%-15.1pp | 35.62%-21.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,610 | $4,119-36.6% | $5,054-48.3% | $4,297-39.3% |
| Admin fee / account holder | $3,236 | $8,050-59.8% | $9,448-65.7% | $6,935-53.3% |