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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 | $92,422 | $103,385-10.6% | $87,104+6.1% | $152,870-39.5% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 20.45% | 28.10%-7.7pp | 28.19%-7.7pp | 345.34%-324.9pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,615 | $4,778-66.2% | $4,049-60.1% | $5,850-72.4% |
| Admin fee / account holder | $1,469 | $12,192-88.0% | $7,490-80.4% | $11,597-87.3% |