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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 | $95,452 | $96,558-1.1% | $80,977+17.9% | $273,972-65.2% |
| Participation rate | 42.9% | 79.1%-36.2pp | 75.8%-33.0pp | 83.0%-40.2pp |
| Annual return | 4.70% | 15.14%-10.4pp | 17.11%-12.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,135 | $6,598-52.5% | $5,696-45.0% | $5,287-40.7% |
| Admin fee / account holder | $28,411 | $7,493+279.2% | $5,517+415.0% | $10,133+180.4% |