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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 | $71,215+2.7% | $93,696-22.0% | $80,935-9.7% |
| Participation rate | 42.9% | 60.4%-17.5pp | 68.7%-25.9pp | 67.7%-24.8pp |
| Annual return | 11.71% | 11.27%+0.4pp | 133.74%-122.0pp | 35.66%-23.9pp |
| Employer contribution / active EE | $1,119 | $1,565-28.5% | $2,422-53.8% | $2,757-59.4% |
| Participant deferral / active EE | $2,715 | $4,037-32.7% | $4,417-38.5% | $4,299-36.9% |
| Admin fee / account holder | $9,572 | $6,958+37.6% | $8,287+15.5% | $6,924+38.2% |