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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 | $66,958 | $40,275+66.3% | $57,356+16.7% | $59,633+12.3% |
| Participation rate | 52.9% | 69.1%-16.2pp | 75.1%-22.1pp | 68.7%-15.7pp |
| Annual return | 1.47% | 27.52%-26.0pp | 24.41%-22.9pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $804 | $1,921-58.2% | $2,689-70.1% | $2,203-63.5% |
| Participant deferral / active EE | $1,630 | $2,400-32.1% | $3,162-48.4% | $3,192-48.9% |
| Admin fee / account holder | $2,861 | $2,820+1.4% | $3,357-14.8% | $4,297-33.4% |