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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 | $145,351 | $76,834+89.2% | $108,359+34.1% | $87,485+66.1% |
| Participation rate | 19.1% | 61.7%-42.6pp | 70.1%-51.0pp | 68.9%-49.8pp |
| Annual return | 15.87% | 19.09%-3.2pp | 36.89%-21.0pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,717 | $3,100-44.6% | $4,137-58.5% | $4,274-59.8% |
| Admin fee / account holder | $1,278 | $6,537-80.5% | $9,741-86.9% | $7,775-83.6% |