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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 | $113,661 | $58,587+94.0% | $83,322+36.4% | $64,173+77.1% |
| Participation rate | 48.4% | 72.0%-23.6pp | 77.8%-29.4pp | 69.6%-21.2pp |
| Annual return | -2.00% | 9.65%-11.7pp | 10.64%-12.6pp | 7.63%-9.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,070 | $4,654+73.4% | $5,565+45.0% | $3,470+132.6% |
| Admin fee / account holder | $23,801 | $9,279+156.5% | $7,540+215.7% | $4,887+387.0% |