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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 | $87,164 | $49,255+77.0% | $70,494+23.6% | $79,856+9.2% |
| Participation rate | 50.0% | 69.2%-19.2pp | 75.1%-25.1pp | 69.6%-19.6pp |
| Annual return | 16.58% | 30.10%-13.5pp | 109.16%-92.6pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,705 | $2,768-2.3% | $3,711-27.1% | $3,741-27.7% |
| Admin fee / account holder | $2,348 | $2,879-18.4% | $3,848-39.0% | $5,306-55.8% |