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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 | $72,925 | $87,060-16.2% | $105,591-30.9% | $80,911-9.9% |
| Participation rate | 65.9% | 70.4%-4.6pp | 75.3%-9.4pp | 67.6%-1.8pp |
| Annual return | 12.20% | 17.05%-4.8pp | 116.43%-104.2pp | 35.63%-23.4pp |
| Employer contribution / active EE | $1,385 | $2,396-42.2% | $3,166-56.3% | $2,756-49.7% |
| Participant deferral / active EE | $2,453 | $3,986-38.5% | $5,008-51.0% | $4,297-42.9% |
| Admin fee / account holder | $8,616 | $8,442+2.1% | $11,024-21.8% | $6,935+24.2% |