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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 | $78,440 | $77,962+0.6% | $178,540-56.1% | $80,935-3.1% |
| Participation rate | 55.7% | 65.7%-10.0pp | 77.1%-21.4pp | 67.7%-12.0pp |
| Annual return | 11.95% | 18.10%-6.1pp | 27.15%-15.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,941 | $2,280-14.9% | $3,953-50.9% | $2,757-29.6% |
| Participant deferral / active EE | $3,547 | $4,404-19.5% | $6,281-43.5% | $4,299-17.5% |
| Admin fee / account holder | $22,867 | $7,156+219.6% | $10,424+119.4% | $6,924+230.2% |