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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 | $97,196 | $86,938+11.8% | $102,423-5.1% | $80,925+20.1% |
| Participation rate | 42.2% | 72.4%-30.2pp | 76.5%-34.3pp | 67.7%-25.4pp |
| Annual return | 11.96% | 18.89%-6.9pp | 29.42%-17.5pp | 35.65%-23.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,581 | $4,120+11.2% | $5,054-9.4% | $4,299+6.6% |
| Admin fee / account holder | $21,533 | $8,053+167.4% | $9,455+127.8% | $6,940+210.3% |