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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 | $86,238 | $104,251-17.3% | $91,004-5.2% | $147,586-41.6% |
| Participation rate | 19.0% | 78.2%-59.2pp | 75.6%-56.6pp | 82.8%-63.8pp |
| Annual return | 12.36% | 27.06%-14.7pp | 4.60%+7.8pp | 578.59%-566.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,635 | $4,195-61.0% | $3,548-53.9% | $5,439-69.9% |
| Admin fee / account holder | $519 | $8,948-94.2% | $5,417-90.4% | $10,886-95.2% |