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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 | $107,341 | $67,602+58.8% | $82,312+30.4% | $70,126+53.1% |
| Participation rate | 47.2% | 72.8%-25.6pp | 76.9%-29.7pp | 69.5%-22.3pp |
| Annual return | 14.79% | 21.57%-6.8pp | 25.88%-11.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,012 | $2,987+0.8% | $3,706-18.7% | $3,332-9.6% |
| Admin fee / account holder | $17,314 | $4,512+283.8% | $5,608+208.7% | $4,645+272.7% |