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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 | $5,988 | $104,650-94.3% | $83,854-92.9% | $155,188-96.1% |
| Participation rate | 62.5% | 65.1%-2.6pp | 59.1%+3.4pp | 80.8%-18.3pp |
| Annual return | 4.96% | 28.97%-24.0pp | 31.39%-26.4pp | 148.84%-143.9pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,438 | $2,367+3.0% | $2,035+19.8% | $6,531-62.7% |
| Admin fee / account holder | $104,755 | $3,518+2877.4% | $3,197+3176.9% | $14,480+623.5% |