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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 | $106,390 | $86,949+22.4% | $102,460+3.8% | $80,959+31.4% |
| Participation rate | 36.8% | 72.4%-35.5pp | 76.5%-39.7pp | 67.7%-30.8pp |
| Annual return | 16.20% | 18.89%-2.7pp | 29.47%-13.3pp | 35.67%-19.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,015 | $4,121-51.1% | $5,056-60.2% | $4,300-53.2% |
| Admin fee / account holder | $15,899 | $8,048+97.6% | $9,460+68.1% | $6,925+129.6% |