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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 | $105,846 | $116,360-9.0% | $65,566+61.4% | $139,466-24.1% |
| Participation rate | 42.9% | 67.8%-24.9pp | 64.9%-22.1pp | 80.3%-37.5pp |
| Annual return | 15.32% | 31.23%-15.9pp | 47.40%-32.1pp | 373.66%-358.3pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,771 | $4,242+36.1% | $2,832+103.8% | $6,712-14.0% |
| Admin fee / account holder | $1,667 | $6,701-75.1% | $4,114-59.5% | $11,409-85.4% |