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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 | $62,644 | $39,132+60.1% | $57,196+9.5% | $62,881-0.4% |
| Participation rate | 50.7% | 70.5%-19.8pp | 75.3%-24.6pp | 69.3%-18.6pp |
| Annual return | 6.36% | 9.24%-2.9pp | 14.59%-8.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $385 | $1,874-79.5% | $2,683-85.7% | $2,281-83.1% |
| Participant deferral / active EE | $3,370 | $2,374+41.9% | $3,096+8.8% | $3,203+5.2% |
| Admin fee / account holder | $1,520 | $2,594-41.4% | $3,141-51.6% | $4,296-64.6% |