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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 | $61,421 | $72,177-14.9% | $115,037-46.6% | $59,633+3.0% |
| Participation rate | 66.7% | 72.6%-5.9pp | 81.4%-14.7pp | 68.7%-2.0pp |
| Annual return | 0.70% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.40%-2040.7pp |
| Employer contribution / active EE | $637 | $2,841-77.6% | $4,608-86.2% | $2,203-71.1% |
| Participant deferral / active EE | $6,008 | $4,783+25.6% | $6,026-0.3% | $3,192+88.2% |
| Admin fee / account holder | $6,864 | $4,927+39.3% | $8,175-16.0% | $4,297+59.7% |