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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 | $85,988 | $52,279+64.5% | $89,435-3.9% | $79,856+7.7% |
| Participation rate | 33.3% | 57.5%-24.2pp | 68.0%-34.7pp | 69.6%-36.3pp |
| Annual return | 14.50% | 22.16%-7.7pp | 245.55%-231.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,805 | $2,740-34.1% | $3,890-53.6% | $3,741-51.7% |
| Admin fee / account holder | $639 | $3,356-81.0% | $4,884-86.9% | $5,306-88.0% |