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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 | $64,023 | $56,200+13.9% | $67,653-5.4% | $59,633+7.4% |
| Participation rate | 58.0% | 71.5%-13.5pp | 75.7%-17.7pp | 68.7%-10.7pp |
| Annual return | 0.65% | 18506.71%-18506.1pp | 6625.22%-6624.6pp | 2041.40%-2040.8pp |
| Employer contribution / active EE | $694 | $1,615-57.0% | $2,266-69.4% | $2,203-68.5% |
| Participant deferral / active EE | $1,816 | $2,843-36.1% | $3,560-49.0% | $3,192-43.1% |
| Admin fee / account holder | $302 | $3,959-92.4% | $4,821-93.7% | $4,297-93.0% |