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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 | $97,914 | $106,524-8.1% | $152,301-35.7% | $87,485+11.9% |
| Participation rate | 23.5% | 75.8%-52.2pp | 82.4%-58.9pp | 68.9%-45.4pp |
| Annual return | 14.65% | 26.89%-12.2pp | 80.50%-65.8pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,246 | $6,525-4.3% | $8,004-22.0% | $4,274+46.2% |
| Admin fee / account holder | $21,135 | $8,287+155.0% | $14,398+46.8% | $7,775+171.8% |