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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 | $103,826 | $61,391+69.1% | $149,723-30.7% | $71,529+45.2% |
| Participation rate | 49.3% | 62.5%-13.2pp | 78.8%-29.5pp | 67.9%-18.7pp |
| Annual return | 19.18% | 35.88%-16.7pp | 134.50%-115.3pp | 28.97%-9.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $5,954 | $2,921+103.9% | $5,682+4.8% | $4,291+38.7% |
| Admin fee / account holder | $376 | $1,264-70.3% | $13,215-97.2% | $1,588-76.3% |