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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 | $85,787 | $39,162+119.1% | $100,671-14.8% | $59,633+43.9% |
| Participation rate | 55.2% | 55.9%-0.7pp | 70.7%-15.5pp | 68.7%-13.5pp |
| Annual return | 0.36% | 21.07%-20.7pp | 20.43%-20.1pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $595 | $1,151-48.3% | $4,012-85.2% | $2,203-73.0% |
| Participant deferral / active EE | $1,586 | $1,992-20.4% | $3,144-49.6% | $3,192-50.3% |
| Admin fee / account holder | $304 | $2,969-89.8% | $4,850-93.7% | $4,297-92.9% |