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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 | $78,520 | $40,264+95.0% | $57,349+36.9% | $59,633+31.7% |
| Participation rate | 66.7% | 69.2%-2.5pp | 75.1%-8.4pp | 68.7%-2.0pp |
| Annual return | -0.38% | 27.51%-27.9pp | 24.40%-24.8pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $1,700 | $1,922-11.5% | $2,689-36.8% | $2,203-22.8% |
| Participant deferral / active EE | $3,414 | $2,400+42.3% | $3,162+8.0% | $3,192+7.0% |
| Admin fee / account holder | $5,368 | $2,819+90.4% | $3,356+59.9% | $4,297+24.9% |