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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 | $82,700 | $81,504+1.5% | $102,437-19.3% | $80,959+2.2% |
| Participation rate | 43.8% | 66.9%-23.1pp | 74.5%-30.8pp | 67.7%-23.9pp |
| Annual return | 12.59% | 25.60%-13.0pp | 24.95%-12.4pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,320 | $3,104-57.5% | $3,871-65.9% | $2,757-52.1% |
| Participant deferral / active EE | $2,937 | $3,871-24.1% | $5,060-42.0% | $4,300-31.7% |
| Admin fee / account holder | $958 | $6,719-85.8% | $8,388-88.6% | $6,925-86.2% |