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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 | $73,450 | $72,471+1.3% | $94,215-22.0% | $86,983-15.6% |
| Participation rate | 40.7% | 63.9%-23.1pp | 70.0%-29.2pp | 69.5%-28.8pp |
| Annual return | 12.23% | 26.44%-14.2pp | 28.22%-16.0pp | 25.83%-13.6pp |
| Employer contribution / active EE | $1,192 | $1,936-38.4% | $2,675-55.5% | $2,584-53.9% |
| Participant deferral / active EE | $2,172 | $3,397-36.1% | $4,276-49.2% | $4,194-48.2% |
| Admin fee / account holder | $865 | $6,468-86.6% | $10,216-91.5% | $7,856-89.0% |