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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 | $84,520 | $78,013+8.3% | $178,449-52.6% | $80,911+4.5% |
| Participation rate | 47.2% | 65.7%-18.5pp | 77.1%-29.9pp | 67.6%-20.4pp |
| Annual return | 15.92% | 18.07%-2.1pp | 27.09%-11.2pp | 35.63%-19.7pp |
| Employer contribution / active EE | $1,051 | $2,287-54.0% | $3,951-73.4% | $2,756-61.8% |
| Participant deferral / active EE | $2,311 | $4,408-47.6% | $6,277-63.2% | $4,297-46.2% |
| Admin fee / account holder | $1,819 | $7,166-74.6% | $10,362-82.4% | $6,935-73.8% |