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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 | $46,078 | $45,079+2.2% | $69,461-33.7% | $72,983-36.9% |
| Participation rate | 61.1% | 68.5%-7.4pp | 74.6%-13.5pp | 69.5%-8.4pp |
| Annual return | 5.71% | 22.65%-16.9pp | 28.97%-23.3pp | 81.01%-75.3pp |
| Employer contribution / active EE | $458 | $2,055-77.7% | $2,779-83.5% | $2,440-81.2% |
| Participant deferral / active EE | $1,192 | $2,603-54.2% | $3,536-66.3% | $3,608-67.0% |
| Admin fee / account holder | $2,122 | $3,056-30.6% | $3,840-44.7% | $5,124-58.6% |