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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 | $77,389 | $76,834+0.7% | $108,359-28.6% | $87,485-11.5% |
| Participation rate | 41.9% | 61.7%-19.8pp | 70.1%-28.2pp | 68.9%-27.0pp |
| Annual return | 14.34% | 19.09%-4.8pp | 36.89%-22.6pp | 26.06%-11.7pp |
| Employer contribution / active EE | $591 | $1,556-62.0% | $2,399-75.4% | $2,596-77.2% |
| Participant deferral / active EE | $1,915 | $3,100-38.2% | $4,137-53.7% | $4,274-55.2% |
| Admin fee / account holder | $2,507 | $6,537-61.6% | $9,741-74.3% | $7,775-67.8% |