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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 | $74,385 | $46,599+59.6% | $64,101+16.0% | $75,173-1.0% |
| Participation rate | 46.7% | 65.9%-19.3pp | 72.3%-25.6pp | 67.2%-20.5pp |
| Annual return | 13.52% | 26.06%-12.5pp | 33.72%-20.2pp | 160.72%-147.2pp |
| Employer contribution / active EE | $1,060 | $1,975-46.3% | $2,749-61.4% | $2,671-60.3% |
| Participant deferral / active EE | $2,618 | $2,837-7.7% | $3,881-32.6% | $4,126-36.6% |
| Admin fee / account holder | $5,782 | $2,956+95.6% | $3,070+88.3% | $5,651+2.3% |