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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 | $139,052 | $57,506+141.8% | $67,221+106.9% | $79,852+74.1% |
| Participation rate | 44.0% | 74.3%-30.3pp | 79.4%-35.4pp | 69.6%-25.6pp |
| Annual return | 13.97% | 18.46%-4.5pp | 20.72%-6.7pp | 31.72%-17.7pp |
| Employer contribution / active EE | $0 | $2,961-100.0% | $3,723-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,055 | $3,508+72.6% | $4,384+38.1% | $3,740+61.9% |
| Admin fee / account holder | $75,438 | $4,029+1772.5% | $5,844+1190.8% | $5,306+1321.7% |