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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 | $73,035 | $97,881-25.4% | $80,004-8.7% | $125,389-41.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 73.0%-6.3pp | 83.2%-16.5pp |
| Annual return | 0.41% | 9.36%-8.9pp | 7.63%-7.2pp | 282.24%-281.8pp |
| Employer contribution / active EE | $1,273 | $3,128-59.3% | $2,473-48.5% | $4,866-73.8% |
| Participant deferral / active EE | $7,850 | $3,744+109.6% | $3,204+145.0% | $5,352+46.7% |
| Admin fee / account holder | $4,368 | $6,278-30.4% | $5,033-13.2% | $9,541-54.2% |