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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 | $76,403 | $37,134+105.7% | $100,671-24.1% | $52,331+46.0% |
| Participation rate | 69.2% | 57.7%+11.6pp | 70.7%-1.5pp | 68.1%+1.1pp |
| Annual return | 0.28% | 0.10%+0.2pp | 20.43%-20.2pp | 4.54%-4.3pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,726 | $2,163+164.7% | $3,144+82.2% | $3,022+89.5% |
| Admin fee / account holder | $5,326 | $467+1040.7% | $4,850+9.8% | $592+800.3% |