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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 | $120,336 | $65,246+84.4% | $98,716+21.9% | $67,986+77.0% |
| Participation rate | 36.8% | 51.4%-14.6pp | 69.3%-32.5pp | 57.2%-20.4pp |
| Annual return | 15.20% | 20.58%-5.4pp | 31.81%-16.6pp | 31.67%-16.5pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,665 | $2,594-35.8% | $4,048-58.9% | $3,358-50.4% |
| Admin fee / account holder | $5,567 | $4,561+22.1% | $8,703-36.0% | $3,203+73.8% |