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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 | $115,751 | $67,894+70.5% | $89,340+29.6% | $82,448+40.4% |
| Participation rate | 19.2% | 64.0%-44.8pp | 69.6%-50.3pp | 68.1%-48.8pp |
| Annual return | 14.17% | 19.21%-5.0pp | 20.57%-6.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,405 | $3,072-54.3% | $3,823-63.2% | $4,139-66.1% |
| Admin fee / account holder | $5,135 | $5,723-10.3% | $6,704-23.4% | $7,234-29.0% |