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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 | $81,894 | $45,082+81.7% | $69,464+17.9% | $72,975+12.2% |
| Participation rate | 38.1% | 68.5%-30.4pp | 74.6%-36.5pp | 69.5%-31.4pp |
| Annual return | 5.95% | 22.66%-16.7pp | 28.98%-23.0pp | 81.01%-75.1pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,315 | $2,604+27.3% | $3,536-6.3% | $3,608-8.1% |
| Admin fee / account holder | $331 | $3,057-89.2% | $3,840-91.4% | $5,124-93.5% |