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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 | $77,962+8.4% | $178,540-52.7% | $80,935+4.4% |
| Participation rate | 47.2% | 65.7%-18.4pp | 77.1%-29.9pp | 67.7%-20.4pp |
| Annual return | 15.92% | 18.10%-2.2pp | 27.15%-11.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,051 | $2,280-53.9% | $3,953-73.4% | $2,757-61.9% |
| Participant deferral / active EE | $2,311 | $4,404-47.5% | $6,281-63.2% | $4,299-46.2% |
| Admin fee / account holder | $1,819 | $7,156-74.6% | $10,424-82.5% | $6,924-73.7% |