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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 | $86,617 | $68,880+25.8% | $120,580-28.2% | $80,959+7.0% |
| Participation rate | 22.9% | 61.7%-38.8pp | 72.0%-49.1pp | 67.7%-44.8pp |
| Annual return | 13.12% | 23.68%-10.6pp | 107.48%-94.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,462 | $3,191-54.2% | $4,995-70.7% | $4,300-66.0% |
| Admin fee / account holder | $5,547 | $5,785-4.1% | $9,418-41.1% | $6,925-19.9% |