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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 | $108,515 | $58,587+85.2% | $83,322+30.2% | $64,173+69.1% |
| Participation rate | 63.3% | 72.0%-8.7pp | 77.8%-14.4pp | 69.6%-6.2pp |
| Annual return | 3.57% | 9.65%-6.1pp | 10.64%-7.1pp | 7.63%-4.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,043 | $4,654+8.4% | $5,565-9.4% | $3,470+45.4% |
| Admin fee / account holder | $2,301 | $9,279-75.2% | $7,540-69.5% | $4,887-52.9% |