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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 | $92,123 | $84,236+9.4% | $170,435-45.9% | $70,126+31.4% |
| Participation rate | 38.5% | 70.8%-32.4pp | 83.6%-45.1pp | 69.5%-31.1pp |
| Annual return | 25.98% | 23.06%+2.9pp | 205.94%-180.0pp | 73.15%-47.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,063 | $3,086-33.1% | $4,939-58.2% | $3,332-38.1% |
| Admin fee / account holder | $5,127 | $5,698-10.0% | $13,881-63.1% | $4,645+10.4% |