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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 | $112,611 | $86,050+30.9% | $189,758-40.7% | $94,015+19.8% |
| Participation rate | 23.1% | 68.9%-45.8pp | 79.8%-56.7pp | 70.8%-47.7pp |
| Annual return | 11.82% | 17.77%-6.0pp | 52.62%-40.8pp | 17.84%-6.0pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,220 | $3,349-63.6% | $5,856-79.2% | $4,249-71.3% |
| Admin fee / account holder | $1,480 | $6,627-77.7% | $20,388-92.7% | $8,951-83.5% |