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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 | $108,168 | $56,339+92.0% | $104,299+3.7% | $68,490+57.9% |
| Participation rate | 50.0% | 63.3%-13.3pp | 73.3%-23.3pp | 67.9%-17.9pp |
| Annual return | 4.42% | -9.19%+13.6pp | 24.62%-20.2pp | -7.85%+12.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,124 | $3,077+34.0% | $4,626-10.8% | $4,028+2.4% |
| Admin fee / account holder | $27,176 | $4,902+454.4% | $7,339+270.3% | $5,403+403.0% |