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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 | $84,834 | $81,258+4.4% | $105,218-19.4% | $59,633+42.3% |
| Participation rate | 67.6% | 75.4%-7.8pp | 77.2%-9.7pp | 68.7%-1.1pp |
| Annual return | 0.32% | 1.96%-1.6pp | 5.33%-5.0pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $2,141 | $2,562-16.4% | $3,255-34.2% | $2,203-2.8% |
| Participant deferral / active EE | $3,393 | $3,881-12.6% | $4,867-30.3% | $3,192+6.3% |
| Admin fee / account holder | $6,291 | $5,841+7.7% | $6,992-10.0% | $4,297+46.4% |