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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 | $64,463 | $65,712-1.9% | $57,196+12.7% | $273,972-76.5% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 6.62% | 22.01%-15.4pp | 14.59%-8.0pp | 41.46%-34.8pp |
| Employer contribution / active EE | $757 | $3,280-76.9% | $2,683-71.8% | $4,869-84.5% |
| Participant deferral / active EE | $757 | $3,782-80.0% | $3,096-75.6% | $5,287-85.7% |
| Admin fee / account holder | $7,321 | $4,838+51.3% | $3,141+133.1% | $10,133-27.7% |