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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 | $86,163 | $71,215+21.0% | $93,696-8.0% | $80,935+6.5% |
| Participation rate | 30.3% | 60.4%-30.1pp | 68.7%-38.4pp | 67.7%-37.4pp |
| Annual return | 10.85% | 11.27%-0.4pp | 133.74%-122.9pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,205 | $4,037-45.4% | $4,417-50.1% | $4,299-48.7% |
| Admin fee / account holder | $9,817 | $6,958+41.1% | $8,287+18.5% | $6,924+41.8% |