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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 | $57,000 | $65,704-13.2% | $94,229-39.5% | $59,633-4.4% |
| Participation rate | 55.6% | 72.1%-16.6pp | 78.8%-23.2pp | 68.7%-13.1pp |
| Annual return | 0.62% | 5.22%-4.6pp | 10.68%-10.1pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $1,171 | $2,021-42.0% | $3,587-67.4% | $2,203-46.8% |
| Participant deferral / active EE | $1,564 | $3,143-50.3% | $4,320-63.8% | $3,192-51.0% |
| Admin fee / account holder | $389 | $4,265-90.9% | $6,269-93.8% | $4,297-90.9% |