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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 | $95,380 | $104,650-8.9% | $83,854+13.7% | $155,188-38.5% |
| Participation rate | 18.2% | 65.1%-46.9pp | 59.1%-40.9pp | 80.8%-62.6pp |
| Annual return | 14.59% | 28.97%-14.4pp | 31.39%-16.8pp | 148.84%-134.2pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,955 | $2,367+109.3% | $2,035+143.5% | $6,531-24.1% |
| Admin fee / account holder | $395 | $3,518-88.8% | $3,197-87.6% | $14,480-97.3% |