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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 | $68,591 | $55,932+22.6% | $76,735-10.6% | $67,986+0.9% |
| Participation rate | 36.3% | 50.8%-14.5pp | 69.5%-33.2pp | 57.2%-20.9pp |
| Annual return | 14.87% | 23.10%-8.2pp | 29.77%-14.9pp | 31.67%-16.8pp |
| Employer contribution / active EE | $581 | $1,487-60.9% | $2,454-76.3% | $2,019-71.2% |
| Participant deferral / active EE | $1,847 | $2,558-27.8% | $4,088-54.8% | $3,358-45.0% |
| Admin fee / account holder | $3,789 | $4,907-22.8% | $7,189-47.3% | $3,203+18.3% |