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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 | $101,701 | $52,911+92.2% | $73,309+38.7% | $59,633+70.5% |
| Participation rate | 64.5% | 68.2%-3.7pp | 74.9%-10.4pp | 68.7%-4.2pp |
| Annual return | 0.16% | 12.20%-12.0pp | 5.67%-5.5pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $2,462 | $1,909+29.0% | $3,237-24.0% | $2,203+11.8% |
| Participant deferral / active EE | $2,586 | $4,069-36.5% | $4,991-48.2% | $3,192-19.0% |
| Admin fee / account holder | $1,292 | $3,835-66.3% | $5,635-77.1% | $4,297-69.9% |