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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 | $69,904 | $81,446-14.2% | $103,374-32.4% | $80,874-13.6% |
| Participation rate | 48.5% | 66.9%-18.4pp | 74.5%-26.0pp | 67.6%-19.2pp |
| Annual return | 20.77% | 25.57%-4.8pp | 24.89%-4.1pp | 35.62%-14.8pp |
| Employer contribution / active EE | $1,007 | $3,107-67.6% | $3,869-74.0% | $2,756-63.4% |
| Participant deferral / active EE | $3,999 | $3,870+3.3% | $5,058-20.9% | $4,297-6.9% |
| Admin fee / account holder | $9,942 | $6,715+48.1% | $8,394+18.4% | $6,935+43.4% |