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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 | $76,898 | $91,760-16.2% | $156,181-50.8% | $67,986+13.1% |
| Participation rate | 56.6% | 65.0%-8.5pp | 78.8%-22.3pp | 57.2%-0.7pp |
| Annual return | 17.12% | 18.14%-1.0pp | 64.87%-47.8pp | 31.67%-14.5pp |
| Employer contribution / active EE | $1,292 | $2,419-46.6% | $4,294-69.9% | $2,019-36.0% |
| Participant deferral / active EE | $2,976 | $3,960-24.8% | $6,132-51.5% | $3,358-11.4% |
| Admin fee / account holder | $6,683 | $3,949+69.3% | $14,586-54.2% | $3,203+108.6% |