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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 | $81,487+2.0% | $102,412-18.8% | $80,935+2.7% |
| Participation rate | 28.2% | 66.8%-38.6pp | 74.5%-46.3pp | 67.7%-39.5pp |
| Annual return | 14.05% | 25.60%-11.5pp | 24.94%-10.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,185 | $3,103-61.8% | $3,870-69.4% | $2,757-57.0% |
| Participant deferral / active EE | $2,412 | $3,871-37.7% | $5,060-52.3% | $4,299-43.9% |
| Admin fee / account holder | $1,298 | $6,717-80.7% | $8,388-84.5% | $6,924-81.3% |