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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 | $93,022 | $52,678+76.6% | $75,784+22.7% | $59,633+56.0% |
| Participation rate | 52.0% | 67.2%-15.2pp | 75.8%-23.8pp | 68.7%-16.7pp |
| Annual return | 2.22% | 2.95%-0.7pp | 9.68%-7.5pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $1,002 | $2,193-54.3% | $3,323-69.8% | $2,203-54.5% |
| Participant deferral / active EE | $2,225 | $2,591-14.1% | $3,652-39.1% | $3,192-30.3% |
| Admin fee / account holder | $893 | $3,610-75.3% | $5,300-83.2% | $4,297-79.2% |