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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 | $113,819 | $65,961+72.6% | $180,320-36.9% | $94,015+21.1% |
| Participation rate | 54.8% | 61.3%-6.5pp | 71.5%-16.8pp | 70.8%-16.1pp |
| Annual return | 15.90% | 14.27%+1.6pp | 778.54%-762.6pp | 17.84%-1.9pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,031 | $3,003+0.9% | $4,304-29.6% | $4,249-28.7% |
| Admin fee / account holder | $18,723 | $4,901+282.0% | $10,000+87.2% | $8,951+109.2% |