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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 | $98,606 | $70,418+40.0% | $96,570+2.1% | $85,847+14.9% |
| Participation rate | 18.8% | 61.8%-43.1pp | 69.8%-51.1pp | 69.3%-50.6pp |
| Annual return | 13.66% | 18.59%-4.9pp | 37.79%-24.1pp | 318.61%-304.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,185 | $2,894-24.5% | $3,849-43.2% | $3,952-44.7% |
| Admin fee / account holder | $1,100 | $4,995-78.0% | $6,182-82.2% | $6,261-82.4% |