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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 | $33,511 | $43,338-22.7% | $59,887-44.0% | $64,173-47.8% |
| Participation rate | 67.6% | 69.2%-1.5pp | 74.7%-7.1pp | 69.6%-1.9pp |
| Annual return | 15.71% | -1.55%+17.3pp | 3.46%+12.2pp | 7.63%+8.1pp |
| Employer contribution / active EE | $938 | $2,030-53.8% | $2,722-65.6% | $2,381-60.6% |
| Participant deferral / active EE | $1,599 | $2,547-37.2% | $3,402-53.0% | $3,470-53.9% |
| Admin fee / account holder | $8,282 | $3,007+175.4% | $3,591+130.6% | $4,887+69.5% |