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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 | $108,684 | $81,358+33.6% | $155,556-30.1% | $80,959+34.2% |
| Participation rate | 37.0% | 66.3%-29.2pp | 78.2%-41.2pp | 67.7%-30.6pp |
| Annual return | 15.41% | 33.39%-18.0pp | 64.84%-49.4pp | 35.67%-20.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,037 | $3,455-70.0% | $5,631-81.6% | $4,300-75.9% |
| Admin fee / account holder | $1,798 | $7,994-77.5% | $15,885-88.7% | $6,925-74.0% |