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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 | $98,493 | $72,272+36.3% | $101,264-2.7% | $79,858+23.3% |
| Participation rate | 10.7% | 68.5%-57.7pp | 75.8%-65.1pp | 69.6%-58.9pp |
| Annual return | 13.58% | 22.30%-8.7pp | 46.48%-32.9pp | 31.72%-18.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,138 | $3,282-34.9% | $4,370-51.1% | $3,740-42.8% |
| Admin fee / account holder | $2,455 | $4,401-44.2% | $5,947-58.7% | $5,306-53.7% |