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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 | $117,388 | $146,267-19.7% | $197,124-40.4% | $82,448+42.4% |
| Participation rate | 44.9% | 84.0%-39.1pp | 86.7%-41.8pp | 68.1%-23.2pp |
| Annual return | 19.37% | 29.61%-10.2pp | 44.34%-25.0pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,749 | $7,035+52.8% | $9,135+17.7% | $4,139+159.7% |
| Admin fee / account holder | $3,382 | $14,422-76.5% | $16,298-79.2% | $7,234-53.2% |