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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 | $67,851 | $69,273-2.1% | $90,796-25.3% | $82,637-17.9% |
| Participation rate | 45.9% | 64.0%-18.1pp | 69.5%-23.5pp | 68.1%-22.1pp |
| Annual return | 14.08% | 18.37%-4.3pp | 19.29%-5.2pp | 53.51%-39.4pp |
| Employer contribution / active EE | $556 | $1,865-70.2% | $2,294-75.8% | $2,552-78.2% |
| Participant deferral / active EE | $2,623 | $3,047-13.9% | $3,822-31.4% | $4,126-36.4% |
| Admin fee / account holder | $21,210 | $5,511+284.9% | $7,024+202.0% | $7,339+189.0% |