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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 | $70,716 | $77,638-8.9% | $156,551-54.8% | $62,881+12.5% |
| Participation rate | 42.3% | 71.2%-28.9pp | 84.0%-41.8pp | 69.3%-27.1pp |
| Annual return | 5.15% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,752 | $3,046+23.2% | $4,871-23.0% | $3,203+17.1% |
| Admin fee / account holder | $16,180 | $5,561+190.9% | $13,028+24.2% | $4,296+276.7% |