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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 | $97,507 | $64,359+51.5% | $90,161+8.1% | $70,126+39.0% |
| Participation rate | 64.7% | 70.4%-5.7pp | 76.9%-12.2pp | 69.5%-4.8pp |
| Annual return | 15.18% | 28.13%-13.0pp | 34.89%-19.7pp | 73.15%-58.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,559 | $4,389-41.7% | $5,287-51.6% | $3,332-23.2% |
| Admin fee / account holder | $486 | $3,945-87.7% | $5,943-91.8% | $4,645-89.5% |