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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 | $91,297 | $93,617-2.5% | $135,982-32.9% | $75,177+21.4% |
| Participation rate | 57.9% | 75.2%-17.3pp | 81.9%-24.0pp | 67.2%-9.3pp |
| Annual return | 17.29% | 30.89%-13.6pp | 68.32%-51.0pp | 160.75%-143.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,648 | $6,406-43.1% | $7,760-53.0% | $4,126-11.6% |
| Admin fee / account holder | $4,241 | $6,980-39.2% | $10,767-60.6% | $5,651-24.9% |