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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 | $103,399 | $58,493+76.8% | $84,023+23.1% | $72,976+41.7% |
| Participation rate | 44.0% | 61.2%-17.2pp | 69.0%-25.0pp | 69.5%-25.5pp |
| Annual return | 18.65% | 28.93%-10.3pp | 71.32%-52.7pp | 81.02%-62.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,694 | $2,394+12.5% | $3,239-16.8% | $3,608-25.3% |
| Admin fee / account holder | $415 | $4,569-90.9% | $6,102-93.2% | $5,124-91.9% |