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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 | $87,046 | $138,385-37.1% | $184,243-52.8% | $80,925+7.6% |
| Participation rate | 55.1% | 83.9%-28.8pp | 86.8%-31.7pp | 67.7%-12.5pp |
| Annual return | 13.91% | 20.02%-6.1pp | 28.82%-14.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,090 | $7,075-42.2% | $9,132-55.2% | $4,299-4.9% |
| Admin fee / account holder | $20,100 | $10,489+91.6% | $13,914+44.5% | $6,940+189.6% |