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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 | $75,159 | $73,787+1.9% | $98,716-23.9% | $82,448-8.8% |
| Participation rate | 52.9% | 61.4%-8.5pp | 69.3%-16.4pp | 68.1%-15.1pp |
| Annual return | 15.11% | 18.57%-3.5pp | 31.81%-16.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,068 | $1,511-29.3% | $2,279-53.1% | $2,551-58.1% |
| Participant deferral / active EE | $3,863 | $3,081+25.4% | $4,048-4.6% | $4,139-6.7% |
| Admin fee / account holder | $560 | $6,500-91.4% | $8,703-93.6% | $7,234-92.3% |