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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 | $57,844 | $57,073+1.4% | $85,126-32.0% | $80,925-28.5% |
| Participation rate | 17.9% | 56.4%-38.5pp | 67.5%-49.7pp | 67.7%-49.8pp |
| Annual return | 15.33% | 21.69%-6.4pp | 66.63%-51.3pp | 35.65%-20.3pp |
| Employer contribution / active EE | $474 | $1,801-73.7% | $2,731-82.6% | $2,756-82.8% |
| Participant deferral / active EE | $1,579 | $3,113-49.3% | $4,523-65.1% | $4,299-63.3% |
| Admin fee / account holder | $4,628 | $4,988-7.2% | $6,160-24.9% | $6,940-33.3% |