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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 | $73,123 | $71,208+2.7% | $93,681-21.9% | $80,911-9.6% |
| Participation rate | 42.9% | 60.4%-17.5pp | 68.7%-25.9pp | 67.6%-24.8pp |
| Annual return | 11.71% | 11.27%+0.4pp | 133.47%-121.8pp | 35.63%-23.9pp |
| Employer contribution / active EE | $1,119 | $1,564-28.5% | $2,422-53.8% | $2,756-59.4% |
| Participant deferral / active EE | $2,715 | $4,035-32.7% | $4,415-38.5% | $4,297-36.8% |
| Admin fee / account holder | $9,572 | $6,951+37.7% | $8,290+15.5% | $6,935+38.0% |