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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 | $64,279 | $84,712-24.1% | $455,481-85.9% | $84,712-24.1% |
| Participation rate | 45.7% | 58.1%-12.4pp | 71.0%-25.3pp | 58.1%-12.4pp |
| Annual return | 16.20% | 15.22%+1.0pp | -2.82%+19.0pp | 15.22%+1.0pp |
| Employer contribution / active EE | $756 | $2,451-69.2% | $5,016-84.9% | $2,451-69.2% |
| Participant deferral / active EE | $1,648 | $3,010-45.3% | $3,583-54.0% | $3,010-45.3% |
| Admin fee / account holder | $7,016 | $7,361-4.7% | $17,461-59.8% | $7,361-4.7% |