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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 | $66,338 | $59,839+10.9% | $81,991-19.1% | $79,852-16.9% |
| Participation rate | 57.7% | 61.6%-3.9pp | 69.3%-11.6pp | 69.6%-11.9pp |
| Annual return | 13.49% | 17.56%-4.1pp | 41.31%-27.8pp | 31.72%-18.2pp |
| Employer contribution / active EE | $351 | $1,713-79.5% | $2,498-85.9% | $2,471-85.8% |
| Participant deferral / active EE | $1,633 | $2,695-39.4% | $3,722-56.1% | $3,740-56.3% |
| Admin fee / account holder | $4,669 | $4,287+8.9% | $5,665-17.6% | $5,306-12.0% |