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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 | $114,730 | $86,938+32.0% | $102,423+12.0% | $80,925+41.8% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.7%-25.4pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.42%-29.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $949 | $2,369-60.0% | $3,023-68.6% | $2,756-65.6% |
| Participant deferral / active EE | $2,630 | $4,120-36.2% | $5,054-48.0% | $4,299-38.8% |
| Admin fee / account holder | $6,574 | $8,053-18.4% | $9,455-30.5% | $6,940-5.3% |