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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 | $70,871 | $65,712+7.9% | $57,196+23.9% | $273,972-74.1% |
| Participation rate | 45.5% | 78.3%-32.9pp | 75.3%-29.9pp | 83.0%-37.6pp |
| Annual return | 7.95% | 22.01%-14.1pp | 14.59%-6.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,211 | $3,280-63.1% | $2,683-54.9% | $4,869-75.1% |
| Participant deferral / active EE | $3,043 | $3,782-19.5% | $3,096-1.7% | $5,287-42.4% |
| Admin fee / account holder | $810 | $4,838-83.3% | $3,141-74.2% | $10,133-92.0% |