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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 | $75,522 | $64,517+17.1% | $81,438-7.3% | $80,874-6.6% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.5%-19.5pp | 67.6%-17.6pp |
| Annual return | 19.70% | 16.35%+3.3pp | 24.74%-5.0pp | 35.62%-15.9pp |
| Employer contribution / active EE | $778 | $1,982-60.7% | $2,460-68.4% | $2,756-71.8% |
| Participant deferral / active EE | $1,750 | $3,096-43.5% | $3,883-54.9% | $4,297-59.3% |
| Admin fee / account holder | $2,813 | $5,677-50.4% | $5,764-51.2% | $6,935-59.4% |