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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 | $75,857 | $63,314+19.8% | $91,004-16.6% | $62,293+21.8% |
| Participation rate | 39.2% | 73.3%-34.1pp | 75.6%-36.4pp | 69.5%-30.3pp |
| Annual return | 19.73% | 21.00%-1.3pp | 4.60%+15.1pp | 28.90%-9.2pp |
| Employer contribution / active EE | $519 | $1,807-71.3% | $2,456-78.9% | $2,042-74.6% |
| Participant deferral / active EE | $1,597 | $2,944-45.7% | $3,548-55.0% | $3,169-49.6% |
| Admin fee / account holder | $5,439 | $468+1063.2% | $5,417+0.4% | $479+1034.7% |