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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 | $77,392 | $76,407+1.3% | $150,298-48.5% | $82,448-6.1% |
| Participation rate | 31.0% | 66.4%-35.4pp | 77.8%-46.7pp | 68.1%-37.0pp |
| Annual return | 14.61% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $764 | $2,614-70.8% | $4,154-81.6% | $2,551-70.0% |
| Participant deferral / active EE | $1,029 | $3,214-68.0% | $5,453-81.1% | $4,139-75.1% |
| Admin fee / account holder | $5,054 | $6,352-20.4% | $14,116-64.2% | $7,234-30.1% |