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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 | $93,877 | $86,940+8.0% | $102,434-8.4% | $80,935+16.0% |
| Participation rate | 53.6% | 72.4%-18.8pp | 76.5%-22.9pp | 67.7%-14.1pp |
| Annual return | 15.92% | 18.89%-3.0pp | 29.46%-13.5pp | 35.66%-19.7pp |
| Employer contribution / active EE | $839 | $2,370-64.6% | $3,023-72.3% | $2,757-69.6% |
| Participant deferral / active EE | $3,732 | $4,121-9.4% | $5,055-26.2% | $4,299-13.2% |
| Admin fee / account holder | $65,558 | $8,047+714.7% | $9,462+592.9% | $6,924+846.8% |