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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 | $111,086 | $48,050+131.2% | $85,969+29.2% | $59,633+86.3% |
| Participation rate | 43.3% | 64.5%-21.1pp | 76.5%-33.2pp | 68.7%-25.3pp |
| Annual return | 0.51% | 0.29%+0.2pp | 9.32%-8.8pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $827 | $1,640-49.6% | $3,474-76.2% | $2,203-62.5% |
| Participant deferral / active EE | $1,863 | $2,249-17.2% | $3,829-51.4% | $3,192-41.6% |
| Admin fee / account holder | $1,039 | $3,206-67.6% | $6,053-82.8% | $4,297-75.8% |