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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 | $52,375 | $40,275+30.0% | $57,356-8.7% | $59,633-12.2% |
| Participation rate | 65.4% | 69.1%-3.8pp | 75.1%-9.7pp | 68.7%-3.3pp |
| Annual return | 0.65% | 27.52%-26.9pp | 24.41%-23.8pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,108 | $2,400+71.2% | $3,162+29.9% | $3,192+28.7% |
| Admin fee / account holder | $20,092 | $2,820+612.4% | $3,357+498.5% | $4,297+367.6% |