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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 | $70,514 | $43,344+62.7% | $59,899+17.7% | $64,173+9.9% |
| Participation rate | 45.7% | 69.2%-23.5pp | 74.7%-29.0pp | 69.6%-23.9pp |
| Annual return | 7.01% | -1.55%+8.6pp | 3.46%+3.5pp | 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 | $1,054 | $2,547-58.6% | $3,402-69.0% | $3,470-69.6% |
| Admin fee / account holder | $4,279 | $3,008+42.2% | $3,592+19.1% | $4,887-12.5% |