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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 | $87,966 | $58,828+49.5% | $78,002+12.8% | $62,881+39.9% |
| Participation rate | 66.2% | 71.1%-4.9pp | 75.5%-9.3pp | 69.3%-3.1pp |
| Annual return | 9.01% | 17.16%-8.1pp | 425.99%-417.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,622 | $2,686+72.1% | $3,497+32.2% | $3,203+44.3% |
| Admin fee / account holder | $6,913 | $4,393+57.4% | $5,481+26.1% | $4,296+60.9% |