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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 | $77,194 | $53,774+43.6% | $134,162-42.5% | $79,852-3.3% |
| Participation rate | 56.1% | 58.8%-2.6pp | 72.2%-16.0pp | 69.6%-13.5pp |
| Annual return | 13.82% | 19.01%-5.2pp | 36.35%-22.5pp | 31.72%-17.9pp |
| Employer contribution / active EE | $862 | $1,322-34.8% | $3,705-76.7% | $2,471-65.1% |
| Participant deferral / active EE | $1,170 | $2,420-51.6% | $3,500-66.6% | $3,740-68.7% |
| Admin fee / account holder | $12,296 | $3,985+208.6% | $6,685+83.9% | $5,306+131.7% |