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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 | $104,751 | $52,836+98.3% | $105,736-0.9% | $64,173+63.2% |
| Participation rate | 56.8% | 66.5%-9.8pp | 76.3%-19.6pp | 69.6%-12.8pp |
| Annual return | -1.22% | 14.30%-15.5pp | 6.27%-7.5pp | 7.63%-8.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,315 | $2,545+108.8% | $4,080+30.3% | $3,470+53.2% |
| Admin fee / account holder | $2,378 | $3,959-39.9% | $6,913-65.6% | $4,887-51.3% |