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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 | $112,105 | $40,275+178.3% | $57,356+95.5% | $59,633+88.0% |
| Participation rate | 66.7% | 69.1%-2.5pp | 75.1%-8.4pp | 68.7%-2.0pp |
| Annual return | 1.50% | 27.52%-26.0pp | 24.41%-22.9pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $1,636 | $1,921-14.9% | $2,689-39.2% | $2,203-25.7% |
| Participant deferral / active EE | $4,125 | $2,400+71.9% | $3,162+30.5% | $3,192+29.2% |
| Admin fee / account holder | $4,965 | $2,820+76.0% | $3,357+47.9% | $4,297+15.5% |