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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 | $108,932 | $114,712-5.0% | $173,730-37.3% | $87,485+24.5% |
| Participation rate | 55.6% | 73.0%-17.4pp | 79.6%-24.0pp | 68.9%-13.4pp |
| Annual return | 13.61% | 20.18%-6.6pp | 19.96%-6.3pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,037 | $4,642-34.6% | $6,326-52.0% | $4,274-28.9% |
| Admin fee / account holder | $4,094 | $10,210-59.9% | $17,523-76.6% | $7,775-47.3% |