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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 | $51,671 | $102,245-49.5% | $89,340-42.2% | $137,256-62.4% |
| Participation rate | 55.6% | 74.9%-19.3pp | 69.6%-14.0pp | 80.0%-24.4pp |
| Annual return | 10.01% | 21.89%-11.9pp | 20.57%-10.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $611 | $2,529-75.8% | $2,231-72.6% | $4,156-85.3% |
| Participant deferral / active EE | $3,654 | $4,436-17.6% | $3,823-4.4% | $6,407-43.0% |
| Admin fee / account holder | $73,503 | $8,085+809.1% | $6,704+996.5% | $12,270+499.0% |