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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 | $93,974 | $48,011+95.7% | $63,803+47.3% | $82,637+13.7% |
| Participation rate | 32.6% | 66.6%-34.0pp | 72.7%-40.1pp | 68.1%-35.4pp |
| Annual return | 15.77% | 19.84%-4.1pp | 543.72%-527.9pp | 53.51%-37.7pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,930 | $2,846-32.2% | $3,843-49.8% | $4,126-53.2% |
| Admin fee / account holder | $4,020 | $3,873+3.8% | $5,196-22.6% | $7,339-45.2% |