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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 | $74,689 | $45,087+65.7% | $69,483+7.5% | $72,976+2.3% |
| Participation rate | 24.5% | 68.5%-43.9pp | 74.6%-50.1pp | 69.5%-45.0pp |
| Annual return | 17.04% | 22.67%-5.6pp | 28.99%-12.0pp | 81.02%-64.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,349 | $2,603-48.2% | $3,537-61.9% | $3,608-62.6% |
| Admin fee / account holder | $9,873 | $3,057+223.0% | $3,841+157.1% | $5,124+92.7% |