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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 | $95,010 | $45,050+110.9% | $63,018+50.8% | $70,126+35.5% |
| Participation rate | 30.9% | 69.5%-38.6pp | 74.8%-43.9pp | 69.5%-38.7pp |
| Annual return | 17.20% | 18.76%-1.6pp | 87.62%-70.4pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $931 | $2,466-62.2% | $3,330-72.0% | $3,332-72.0% |
| Admin fee / account holder | $3,438 | $2,834+21.3% | $3,601-4.5% | $4,645-26.0% |