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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 | $83,157 | $81,446+2.1% | $103,374-19.6% | $80,874+2.8% |
| Participation rate | 28.2% | 66.9%-38.6pp | 74.5%-46.3pp | 67.6%-39.4pp |
| Annual return | 14.05% | 25.57%-11.5pp | 24.89%-10.8pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,185 | $3,107-61.9% | $3,869-69.4% | $2,756-57.0% |
| Participant deferral / active EE | $2,412 | $3,870-37.7% | $5,058-52.3% | $4,297-43.9% |
| Admin fee / account holder | $1,298 | $6,715-80.7% | $8,394-84.5% | $6,935-81.3% |