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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 | $106,853 | $58,851+81.6% | $115,167-7.2% | $72,976+46.4% |
| Participation rate | 57.9% | 65.5%-7.7pp | 75.9%-18.0pp | 69.5%-11.6pp |
| Annual return | 17.56% | 23.16%-5.6pp | 35.60%-18.0pp | 81.02%-63.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,936 | $2,643+86.8% | $4,169+18.4% | $3,608+36.8% |
| Admin fee / account holder | $18,647 | $6,370+192.7% | $7,089+163.0% | $5,124+263.9% |