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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 | $87,866 | $86,050+2.1% | $189,758-53.7% | $94,015-6.5% |
| Participation rate | 16.7% | 68.9%-52.2pp | 79.8%-63.1pp | 70.8%-54.2pp |
| Annual return | 14.87% | 17.77%-2.9pp | 52.62%-37.8pp | 17.84%-3.0pp |
| Employer contribution / active EE | $483 | $2,819-82.9% | $4,767-89.9% | $2,790-82.7% |
| Participant deferral / active EE | $1,264 | $3,349-62.3% | $5,856-78.4% | $4,249-70.3% |
| Admin fee / account holder | $1,173 | $6,627-82.3% | $20,388-94.2% | $8,951-86.9% |