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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 | $69,669 | $63,156+10.3% | $122,354-43.1% | $62,293+11.8% |
| Participation rate | 45.8% | 60.0%-14.3pp | 71.6%-25.9pp | 69.5%-23.8pp |
| Annual return | 20.09% | 20.61%-0.5pp | 30.28%-10.2pp | 28.90%-8.8pp |
| Employer contribution / active EE | $1,255 | $1,385-9.4% | $4,051-69.0% | $2,042-38.5% |
| Participant deferral / active EE | $3,086 | $2,321+32.9% | $3,287-6.1% | $3,169-2.6% |
| Admin fee / account holder | $7,445 | $440+1592.4% | $5,479+35.9% | $479+1453.2% |