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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 | $93,370 | $49,177+89.9% | $79,467+17.5% | $64,173+45.5% |
| Participation rate | 54.3% | 65.0%-10.7pp | 73.3%-19.0pp | 69.6%-15.2pp |
| Annual return | 6.97% | -1.16%+8.1pp | 718.30%-711.3pp | 7.63%-0.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,697 | $2,821+66.5% | $3,704+26.8% | $3,470+35.4% |
| Admin fee / account holder | $2,091 | $3,839-45.5% | $5,104-59.0% | $4,887-57.2% |