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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 | $119,651 | $60,349+98.3% | $74,184+61.3% | $62,881+90.3% |
| Participation rate | 46.7% | 72.7%-26.1pp | 76.6%-30.0pp | 69.3%-22.6pp |
| Annual return | 5.54% | 21.38%-15.8pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,224 | $2,856-22.1% | $3,550-37.3% | $3,203-30.6% |
| Admin fee / account holder | $24,903 | $4,261+484.5% | $5,586+345.8% | $4,296+479.7% |