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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 | $106,974-51.7% | $90,796-43.1% | $138,895-62.8% |
| Participation rate | 55.6% | 74.9%-19.3pp | 69.5%-13.9pp | 79.9%-24.4pp |
| Annual return | 10.01% | 20.10%-10.1pp | 19.29%-9.3pp | 145.39%-135.4pp |
| Employer contribution / active EE | $611 | $2,609-76.6% | $2,294-73.4% | $4,194-85.4% |
| Participant deferral / active EE | $3,654 | $4,455-18.0% | $3,822-4.4% | $6,396-42.9% |
| Admin fee / account holder | $73,503 | $8,626+752.1% | $7,024+946.5% | $12,562+485.1% |