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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 | $91,408 | $106,749-14.4% | $145,433-37.1% | $82,448+10.9% |
| Participation rate | 22.7% | 75.6%-52.9pp | 82.1%-59.4pp | 68.1%-45.3pp |
| Annual return | 18.80% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,579 | $6,519-60.4% | $7,897-67.3% | $4,139-37.7% |
| Admin fee / account holder | $2,126 | $8,390-74.7% | $13,129-83.8% | $7,234-70.6% |