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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 | $75,811 | $63,845+18.7% | $81,370-6.8% | $80,959-6.4% |
| Participation rate | 36.9% | 63.9%-27.0pp | 69.5%-32.6pp | 67.7%-30.8pp |
| Annual return | 14.47% | 16.37%-1.9pp | 24.85%-10.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $590 | $1,980-70.2% | $2,464-76.0% | $2,757-78.6% |
| Participant deferral / active EE | $1,657 | $3,093-46.4% | $3,885-57.4% | $4,300-61.5% |
| Admin fee / account holder | $2,017 | $5,688-64.5% | $5,749-64.9% | $6,925-70.9% |