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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 | $63,567 | $40,264+57.9% | $57,349+10.8% | $59,633+6.6% |
| Participation rate | 62.5% | 69.2%-6.7pp | 75.1%-12.6pp | 68.7%-6.2pp |
| Annual return | 1.79% | 27.51%-25.7pp | 24.40%-22.6pp | 2041.40%-2039.6pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,329 | $2,400+80.4% | $3,162+36.9% | $3,192+35.6% |
| Admin fee / account holder | $3,809 | $2,819+35.1% | $3,356+13.5% | $4,297-11.4% |