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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 | $112,386 | $39,132+187.2% | $57,196+96.5% | $62,881+78.7% |
| Participation rate | 68.2% | 70.5%-2.3pp | 75.3%-7.2pp | 69.3%-1.1pp |
| Annual return | 6.63% | 9.24%-2.6pp | 14.59%-8.0pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,714 | $2,374+267.0% | $3,096+181.4% | $3,203+172.1% |
| Admin fee / account holder | $3,407 | $2,594+31.4% | $3,141+8.5% | $4,296-20.7% |