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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 | $92,844 | $78,690+18.0% | $161,489-42.5% | $87,485+6.1% |
| Participation rate | 17.0% | 67.5%-50.4pp | 78.7%-61.7pp | 68.9%-51.9pp |
| Annual return | 28.69% | 32.74%-4.1pp | 89.72%-61.0pp | 26.06%+2.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,042 | $3,311-38.3% | $5,630-63.7% | $4,274-52.2% |
| Admin fee / account holder | $1,476 | $6,724-78.0% | $16,006-90.8% | $7,775-81.0% |