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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 | $79,428 | $50,972+55.8% | $88,632-10.4% | $72,976+8.8% |
| Participation rate | 50.0% | 63.4%-13.4pp | 68.8%-18.8pp | 69.5%-19.5pp |
| Annual return | 16.98% | 29.62%-12.6pp | 43.75%-26.8pp | 81.02%-64.0pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,101-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,511 | $2,230+12.6% | $2,917-13.9% | $3,608-30.4% |
| Admin fee / account holder | $2,219 | $3,230-31.3% | $4,308-48.5% | $5,124-56.7% |