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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 | $93,045 | $62,672+48.5% | $185,117-49.7% | $70,126+32.7% |
| Participation rate | 65.9% | 63.8%+2.1pp | 77.3%-11.4pp | 69.5%-3.6pp |
| Annual return | 16.59% | 40.79%-24.2pp | 40.50%-23.9pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,884 | $3,272-11.8% | $5,045-42.8% | $3,332-13.4% |
| Admin fee / account holder | $5,174 | $3,932+31.6% | $8,159-36.6% | $4,645+11.4% |