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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 | $83,706 | $49,255+69.9% | $70,494+18.7% | $79,856+4.8% |
| Participation rate | 41.8% | 69.2%-27.4pp | 75.1%-33.3pp | 69.6%-27.8pp |
| Annual return | 6.02% | 30.10%-24.1pp | 109.16%-103.1pp | 31.71%-25.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,251 | $2,768-18.7% | $3,711-39.3% | $3,741-39.8% |
| Admin fee / account holder | $3,550 | $2,879+23.3% | $3,848-7.7% | $5,306-33.1% |