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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 | $76,313 | $75,541+1.0% | $152,093-49.8% | $82,637-7.7% |
| Participation rate | 26.5% | 66.5%-40.1pp | 77.8%-51.3pp | 68.1%-41.6pp |
| Annual return | 13.22% | 32.56%-19.3pp | 66.36%-53.1pp | 53.51%-40.3pp |
| Employer contribution / active EE | $919 | $2,622-65.0% | $4,175-78.0% | $2,552-64.0% |
| Participant deferral / active EE | $1,755 | $3,206-45.3% | $5,451-67.8% | $4,126-57.5% |
| Admin fee / account holder | $1,820 | $6,405-71.6% | $14,497-87.4% | $7,339-75.2% |