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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 | $63,773+18.4% | $81,286-7.1% | $80,925-6.7% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.5%-19.5pp | 67.7%-17.7pp |
| Annual return | 19.70% | 16.37%+3.3pp | 24.80%-5.1pp | 35.65%-16.0pp |
| Employer contribution / active EE | $778 | $1,979-60.7% | $2,463-68.4% | $2,756-71.8% |
| Participant deferral / active EE | $1,750 | $3,093-43.4% | $3,883-54.9% | $4,299-59.3% |
| Admin fee / account holder | $2,813 | $5,682-50.5% | $5,764-51.2% | $6,940-59.5% |