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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 | $103,269 | $40,275+156.4% | $57,356+80.1% | $59,633+73.2% |
| Participation rate | 64.3% | 69.1%-4.9pp | 75.1%-10.8pp | 68.7%-4.4pp |
| Annual return | 1.62% | 27.52%-25.9pp | 24.41%-22.8pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,584 | $2,400+174.3% | $3,162+108.2% | $3,192+106.3% |
| Admin fee / account holder | $1,978 | $2,820-29.9% | $3,357-41.1% | $4,297-54.0% |