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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 | $68,982 | $43,344+59.1% | $59,899+15.2% | $64,173+7.5% |
| Participation rate | 53.8% | 69.2%-15.3pp | 74.7%-20.8pp | 69.6%-15.7pp |
| Annual return | 7.07% | -1.55%+8.6pp | 3.46%+3.6pp | 7.63%-0.6pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,634 | $2,547+81.9% | $3,402+36.2% | $3,470+33.6% |
| Admin fee / account holder | $2,900 | $3,008-3.6% | $3,592-19.3% | $4,887-40.7% |