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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 | $68,308 | $65,582+4.2% | $64,101+6.6% | $71,511-4.5% |
| Participation rate | 45.6% | 73.2%-27.6pp | 72.3%-26.7pp | 67.9%-22.3pp |
| Annual return | 18.63% | 18.96%-0.3pp | 33.72%-15.1pp | 28.86%-10.2pp |
| Employer contribution / active EE | $917 | $2,671-65.6% | $2,749-66.6% | $2,589-64.6% |
| Participant deferral / active EE | $1,340 | $3,628-63.1% | $3,881-65.5% | $4,291-68.8% |
| Admin fee / account holder | $21,125 | $616+3327.4% | $3,070+588.0% | $1,588+1229.9% |