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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 | $88,670 | $60,349+46.9% | $74,184+19.5% | $62,881+41.0% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 12.77% | 21.38%-8.6pp | 17.74%-5.0pp | 20.14%-7.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,009 | $2,856-29.7% | $3,550-43.4% | $3,203-37.3% |
| Admin fee / account holder | $8,448 | $4,261+98.3% | $5,586+51.2% | $4,296+96.7% |