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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 | $86,330+34.1% | $121,871-5.0% | $94,015+23.1% |
| Participation rate | 19.2% | 66.7%-47.4pp | 73.2%-54.0pp | 70.8%-51.6pp |
| Annual return | 14.17% | 14.95%-0.8pp | 13.57%+0.6pp | 17.84%-3.7pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $2,731-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,405 | $3,146-55.3% | $4,318-67.5% | $4,249-66.9% |
| Admin fee / account holder | $5,135 | $7,346-30.1% | $11,551-55.5% | $8,951-42.6% |