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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 | $113,306 | $63,845+77.5% | $81,370+39.2% | $80,959+40.0% |
| Participation rate | 57.7% | 63.9%-6.2pp | 69.5%-11.8pp | 67.7%-10.0pp |
| Annual return | 15.23% | 16.37%-1.1pp | 24.85%-9.6pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,375 | $3,093+106.1% | $3,885+64.1% | $4,300+48.2% |
| Admin fee / account holder | $1,039 | $5,688-81.7% | $5,749-81.9% | $6,925-85.0% |