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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 | $69,085 | $88,707-22.1% | $74,184-6.9% | $273,972-74.8% |
| Participation rate | 56.3% | 79.4%-23.2pp | 76.6%-20.4pp | 83.0%-26.8pp |
| Annual return | 6.64% | 11.94%-5.3pp | 17.74%-11.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $750 | $3,159-76.2% | $2,370-68.3% | $4,869-84.6% |
| Participant deferral / active EE | $1,673 | $4,212-60.3% | $3,550-52.9% | $5,287-68.4% |
| Admin fee / account holder | $19,686 | $8,717+125.8% | $5,586+252.4% | $10,133+94.3% |