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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 | $71,526 | $35,183+103.3% | $73,550-2.8% | $70,126+2.0% |
| Participation rate | 46.4% | 42.9%+3.5pp | 54.9%-8.5pp | 69.5%-23.1pp |
| Annual return | 16.91% | 26.90%-10.0pp | -15.16%+32.1pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,014 | $709+43.0% | $1,219-16.9% | $2,343-56.7% |
| Participant deferral / active EE | $2,646 | $1,220+116.9% | $1,804+46.7% | $3,332-20.6% |
| Admin fee / account holder | $1,071 | $2,302-53.5% | $2,320-53.8% | $4,645-76.9% |