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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 | $91,435 | $49,657+84.1% | $93,063-1.7% | $67,986+34.5% |
| Participation rate | 55.5% | 49.9%+5.6pp | 72.1%-16.6pp | 57.2%-1.7pp |
| Annual return | 14.78% | 26.27%-11.5pp | 34.15%-19.4pp | 31.67%-16.9pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,397 | $2,484+157.5% | $3,958+61.6% | $3,358+90.5% |
| Admin fee / account holder | $4,807 | $2,843+69.1% | $6,033-20.3% | $3,203+50.1% |