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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 | $65,685-3.4% | $57,181+11.0% | $273,968-76.8% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 1.07% | 21.99%-20.9pp | 14.59%-13.5pp | 41.45%-40.4pp |
| Employer contribution / active EE | $2,385 | $3,279-27.3% | $2,682-11.1% | $4,869-51.0% |
| Participant deferral / active EE | $1,500 | $3,781-60.3% | $3,096-51.5% | $5,287-71.6% |
| Admin fee / account holder | $74,419 | $4,835+1439.3% | $3,139+2270.6% | $10,132+634.5% |