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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 | $82,661 | $60,349+37.0% | $74,184+11.4% | $62,881+31.5% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 5.63% | 21.38%-15.7pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,192 | $2,856+46.8% | $3,550+18.1% | $3,203+30.9% |
| Admin fee / account holder | $11,228 | $4,261+163.5% | $5,586+101.0% | $4,296+161.4% |