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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 | $106,524-14.2% | $152,301-40.0% | $87,485+4.5% |
| Participation rate | 22.7% | 75.8%-53.0pp | 82.4%-59.7pp | 68.9%-46.2pp |
| Annual return | 18.80% | 26.89%-8.1pp | 80.50%-61.7pp | 26.06%-7.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,579 | $6,525-60.5% | $8,004-67.8% | $4,274-39.6% |
| Admin fee / account holder | $2,126 | $8,287-74.3% | $14,398-85.2% | $7,775-72.7% |