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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 | $87,626 | $89,367-1.9% | $141,191-37.9% | $72,975+20.1% |
| Participation rate | 42.1% | 75.1%-33.0pp | 82.5%-40.4pp | 69.5%-27.4pp |
| Annual return | 28.45% | 111.87%-83.4pp | 71.41%-43.0pp | 81.01%-52.6pp |
| Employer contribution / active EE | $1,588 | $3,115-49.0% | $4,736-66.5% | $2,440-34.9% |
| Participant deferral / active EE | $3,159 | $5,419-41.7% | $6,710-52.9% | $3,608-12.4% |
| Admin fee / account holder | $12,218 | $5,957+105.1% | $10,264+19.0% | $5,124+138.4% |