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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 | $101,684 | $67,411+50.8% | $91,004+11.7% | $70,126+45.0% |
| Participation rate | 39.7% | 71.4%-31.6pp | 75.6%-35.9pp | 69.5%-29.8pp |
| Annual return | 14.50% | -40.16%+54.7pp | 4.60%+9.9pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,485 | $2,823-47.4% | $3,548-58.1% | $3,332-55.4% |
| Admin fee / account holder | $1,594 | $4,236-62.4% | $5,417-70.6% | $4,645-65.7% |