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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 | $83,249 | $46,688+78.3% | $189,758-56.1% | $69,733+19.4% |
| Participation rate | 33.1% | 61.7%-28.6pp | 79.8%-46.7pp | 62.5%-29.3pp |
| Annual return | 10.08% | 14.35%-4.3pp | 52.62%-42.5pp | 15.22%-5.1pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,956 | $2,143-8.7% | $5,856-66.6% | $3,054-36.0% |
| Admin fee / account holder | $4,153 | $1,700+144.2% | $20,388-79.6% | $3,102+33.9% |