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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 | $52,615 | $52,306+0.6% | $69,779-24.6% | $62,881-16.3% |
| Participation rate | 31.4% | 67.2%-35.8pp | 71.8%-40.4pp | 69.3%-37.9pp |
| Annual return | 5.02% | 13.35%-8.3pp | 12.99%-8.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $417 | $1,799-76.8% | $2,338-82.2% | $2,281-81.7% |
| Participant deferral / active EE | $2,343 | $2,395-2.2% | $2,931-20.1% | $3,203-26.9% |
| Admin fee / account holder | $7,415 | $3,691+100.9% | $4,381+69.3% | $4,296+72.6% |