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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 | $61,076 | $57,119+6.9% | $85,187-28.3% | $80,935-24.5% |
| Participation rate | 41.5% | 56.4%-14.9pp | 67.5%-26.1pp | 67.7%-26.2pp |
| Annual return | 14.27% | 21.70%-7.4pp | 66.67%-52.4pp | 35.66%-21.4pp |
| Employer contribution / active EE | $1,720 | $1,802-4.5% | $2,732-37.1% | $2,757-37.6% |
| Participant deferral / active EE | $2,771 | $3,115-11.0% | $4,525-38.8% | $4,299-35.5% |
| Admin fee / account holder | $449 | $4,990-91.0% | $6,162-92.7% | $6,924-93.5% |