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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 | $57,061+7.0% | $85,063-28.2% | $80,911-24.5% |
| Participation rate | 41.5% | 56.3%-14.9pp | 67.5%-26.0pp | 67.6%-26.2pp |
| Annual return | 14.27% | 21.66%-7.4pp | 66.54%-52.3pp | 35.63%-21.4pp |
| Employer contribution / active EE | $1,720 | $1,799-4.4% | $2,727-36.9% | $2,756-37.6% |
| Participant deferral / active EE | $2,771 | $3,110-10.9% | $4,523-38.7% | $4,297-35.5% |
| Admin fee / account holder | $449 | $4,986-91.0% | $6,155-92.7% | $6,935-93.5% |