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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 | $106,522 | $77,638+37.2% | $156,551-32.0% | $62,881+69.4% |
| Participation rate | 46.1% | 71.2%-25.1pp | 84.0%-38.0pp | 69.3%-23.3pp |
| Annual return | 9.10% | 50.33%-41.2pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,565 | $3,046+49.9% | $4,871-6.3% | $3,203+42.5% |
| Admin fee / account holder | $1,879 | $5,561-66.2% | $13,028-85.6% | $4,296-56.3% |