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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 | $68,225 | $58,627+16.4% | $76,735-11.1% | $82,448-17.3% |
| Participation rate | 45.3% | 63.2%-17.9pp | 69.5%-24.2pp | 68.1%-22.8pp |
| Annual return | 13.57% | 39.10%-25.5pp | 29.77%-16.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $783 | $1,729-54.7% | $2,454-68.1% | $2,551-69.3% |
| Participant deferral / active EE | $1,311 | $3,134-58.2% | $4,088-67.9% | $4,139-68.3% |
| Admin fee / account holder | $3,799 | $5,323-28.6% | $7,189-47.2% | $7,234-47.5% |