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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 | $78,730 | $37,446+110.2% | $77,513+1.6% | $79,852-1.4% |
| Participation rate | 28.6% | 41.5%-13.0pp | 54.2%-25.6pp | 69.6%-41.1pp |
| Annual return | 16.18% | 39.76%-23.6pp | 54.81%-38.6pp | 31.72%-15.5pp |
| Employer contribution / active EE | $689 | $637+8.1% | $987-30.2% | $2,471-72.1% |
| Participant deferral / active EE | $798 | $1,261-36.7% | $1,861-57.1% | $3,740-78.7% |
| Admin fee / account holder | $4,854 | $2,506+93.7% | $2,859+69.8% | $5,306-8.5% |