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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 | $73,065 | $72,994+0.1% | $120,368-39.3% | $77,671-5.9% |
| Participation rate | 24.9% | 55.2%-30.3pp | 71.9%-47.0pp | 70.6%-45.7pp |
| Annual return | 13.33% | 18.23%-4.9pp | 107.26%-93.9pp | 31.21%-17.9pp |
| Employer contribution / active EE | $822 | $1,793-54.2% | $3,465-76.3% | $2,726-69.9% |
| Participant deferral / active EE | $1,874 | $3,011-37.8% | $4,991-62.5% | $4,648-59.7% |
| Admin fee / account holder | $7,975 | $658+1112.2% | $9,429-15.4% | $430+1753.0% |