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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 | $65,264 | $39,162+66.7% | $100,671-35.2% | $59,633+9.4% |
| Participation rate | 55.8% | 55.9%0pp | 70.7%-14.9pp | 68.7%-12.9pp |
| Annual return | 1.35% | 21.07%-19.7pp | 20.43%-19.1pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $1,710 | $1,151+48.6% | $4,012-57.4% | $2,203-22.4% |
| Participant deferral / active EE | $4,010 | $1,992+101.3% | $3,144+27.6% | $3,192+25.6% |
| Admin fee / account holder | $565 | $2,969-81.0% | $4,850-88.3% | $4,297-86.8% |