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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 | $63,457 | $65,712-3.4% | $57,196+10.9% | $273,972-76.8% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 1.07% | 22.01%-20.9pp | 14.59%-13.5pp | 41.46%-40.4pp |
| Employer contribution / active EE | $2,385 | $3,280-27.3% | $2,683-11.1% | $4,869-51.0% |
| Participant deferral / active EE | $1,500 | $3,782-60.3% | $3,096-51.6% | $5,287-71.6% |
| Admin fee / account holder | $74,419 | $4,838+1438.4% | $3,141+2269.6% | $10,133+634.5% |