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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 | $66,993 | $39,132+71.2% | $57,196+17.1% | $62,881+6.5% |
| Participation rate | 55.9% | 70.5%-14.6pp | 75.3%-19.5pp | 69.3%-13.4pp |
| Annual return | 5.25% | 9.24%-4.0pp | 14.59%-9.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,118 | $2,374+73.4% | $3,096+33.0% | $3,203+28.6% |
| Admin fee / account holder | $2,713 | $2,594+4.6% | $3,141-13.6% | $4,296-36.8% |