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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 | $136,480 | $71,197+91.7% | $93,669+45.7% | $80,925+68.7% |
| Participation rate | 45.2% | 60.4%-15.2pp | 68.7%-23.6pp | 67.7%-22.5pp |
| Annual return | 12.02% | 11.27%+0.7pp | 133.59%-121.6pp | 35.65%-23.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,132 | $4,036+2.4% | $4,416-6.4% | $4,299-3.9% |
| Admin fee / account holder | $8,967 | $6,959+28.9% | $8,291+8.2% | $6,940+29.2% |