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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 | $97,481 | $37,864+157.4% | $276,048-64.7% | $37,864+157.4% |
| Participation rate | 48.1% | 68.6%-20.4pp | 84.7%-36.5pp | 68.6%-20.4pp |
| Annual return | 9.43% | 10.04%-0.6pp | 2.80%+6.6pp | 10.04%-0.6pp |
| Employer contribution / active EE | $0 | $16,070-100.0% | $14,311-100.0% | $16,070-100.0% |
| Participant deferral / active EE | $4,386 | $1,817+141.4% | $2,669+64.3% | $1,817+141.4% |
| Admin fee / account holder | $3,653 | $2,256+61.9% | $18,940-80.7% | $2,256+61.9% |