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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 | $72,181 | $40,275+79.2% | $57,356+25.8% | $59,633+21.0% |
| Participation rate | 30.6% | 69.1%-38.5pp | 75.1%-44.4pp | 68.7%-38.0pp |
| Annual return | 2.59% | 27.52%-24.9pp | 24.41%-21.8pp | 2041.45%-2038.9pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,134 | $2,400+72.3% | $3,162+30.8% | $3,192+29.5% |
| Admin fee / account holder | $2,042 | $2,820-27.6% | $3,357-39.2% | $4,297-52.5% |