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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 | $43,957 | $43,344+1.4% | $59,899-26.6% | $64,173-31.5% |
| Participation rate | 57.1% | 69.2%-12.0pp | 74.7%-17.6pp | 69.6%-12.4pp |
| Annual return | 11.29% | -1.55%+12.8pp | 3.46%+7.8pp | 7.63%+3.7pp |
| Employer contribution / active EE | $989 | $2,030-51.3% | $2,723-63.7% | $2,381-58.5% |
| Participant deferral / active EE | $2,107 | $2,547-17.3% | $3,402-38.1% | $3,470-39.3% |
| Admin fee / account holder | $4,452 | $3,008+48.0% | $3,592+23.9% | $4,887-8.9% |