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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 | $87,252 | $78,425+11.3% | $95,956-9.1% | $79,858+9.3% |
| Participation rate | 42.3% | 73.5%-31.2pp | 77.1%-34.8pp | 69.6%-27.3pp |
| Annual return | 15.28% | 19.37%-4.1pp | 91.63%-76.4pp | 31.72%-16.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,476 | $3,440-28.0% | $4,167-40.6% | $3,740-33.8% |
| Admin fee / account holder | $6,977 | $5,622+24.1% | $6,797+2.6% | $5,306+31.5% |