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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 | $88,622 | $40,263+120.1% | $57,347+54.5% | $59,632+48.6% |
| Participation rate | 46.4% | 69.2%-22.7pp | 75.1%-28.7pp | 68.7%-22.2pp |
| Annual return | 4.73% | 27.50%-22.8pp | 24.40%-19.7pp | 2041.32%-2036.6pp |
| Employer contribution / active EE | $2,013 | $1,922+4.7% | $2,689-25.1% | $2,203-8.6% |
| Participant deferral / active EE | $3,307 | $2,400+37.8% | $3,162+4.6% | $3,192+3.6% |
| Admin fee / account holder | $1,892 | $2,819-32.9% | $3,356-43.6% | $4,297-56.0% |