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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 | $69,058 | $70,418-1.9% | $96,570-28.5% | $85,847-19.6% |
| Participation rate | 43.2% | 61.8%-18.6pp | 69.8%-26.6pp | 69.3%-26.1pp |
| Annual return | 15.53% | 18.59%-3.1pp | 37.79%-22.3pp | 318.61%-303.1pp |
| Employer contribution / active EE | $1,527 | $1,413+8.1% | $2,357-35.2% | $2,565-40.5% |
| Participant deferral / active EE | $2,683 | $2,894-7.3% | $3,849-30.3% | $3,952-32.1% |
| Admin fee / account holder | $7,832 | $4,995+56.8% | $6,182+26.7% | $6,261+25.1% |