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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 | $75,240 | $60,349+24.7% | $74,184+1.4% | $62,881+19.7% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 7.26% | 21.38%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,919 | $2,856+2.2% | $3,550-17.8% | $3,203-8.9% |
| Admin fee / account holder | $2,082 | $4,261-51.1% | $5,586-62.7% | $4,296-51.5% |