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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 | $102,634 | $77,638+32.2% | $156,551-34.4% | $62,881+63.2% |
| Participation rate | 52.9% | 71.2%-18.3pp | 84.0%-31.1pp | 69.3%-16.4pp |
| Annual return | 7.82% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,590 | $3,046+214.9% | $4,871+96.9% | $3,203+199.4% |
| Admin fee / account holder | $4,373 | $5,561-21.4% | $13,028-66.4% | $4,296+1.8% |