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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 | $67,977 | $43,338+56.9% | $59,887+13.5% | $64,173+5.9% |
| Participation rate | 58.1% | 69.2%-11.1pp | 74.7%-16.6pp | 69.6%-11.5pp |
| Annual return | -3.04% | -1.55%-1.5pp | 3.46%-6.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,035 | $2,547+97.6% | $3,402+48.0% | $3,470+45.1% |
| Admin fee / account holder | $9,637 | $3,007+220.4% | $3,591+168.3% | $4,887+97.2% |