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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 | $64,010+88.0% | $108,359+11.1% | $64,340+87.0% |
| Participation rate | 36.8% | 49.4%-12.6pp | 70.1%-33.3pp | 55.2%-18.4pp |
| Annual return | 15.20% | 19.74%-4.5pp | 36.89%-21.7pp | 24.14%-8.9pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,665 | $2,395-30.5% | $4,137-59.8% | $2,980-44.1% |
| Admin fee / account holder | $5,567 | $4,885+14.0% | $9,741-42.8% | $3,703+50.4% |