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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 | $106,749-8.3% | $145,433-32.7% | $82,448+18.8% |
| Participation rate | 23.5% | 75.6%-52.1pp | 82.1%-58.6pp | 68.1%-44.5pp |
| Annual return | 14.65% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,246 | $6,519-4.2% | $7,897-20.9% | $4,139+50.9% |
| Admin fee / account holder | $21,135 | $8,390+151.9% | $13,129+61.0% | $7,234+192.1% |