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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 | $72,094 | $41,377+74.2% | $109,313-34.0% | $62,881+14.7% |
| Participation rate | 38.6% | 57.5%-19.0pp | 71.3%-32.7pp | 69.3%-30.8pp |
| Annual return | 6.21% | 11.05%-4.8pp | 22.07%-15.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,092 | $1,276-14.4% | $3,892-72.0% | $2,281-52.1% |
| Participant deferral / active EE | $2,258 | $2,045+10.4% | $3,166-28.7% | $3,203-29.5% |
| Admin fee / account holder | $944 | $2,884-67.3% | $5,666-83.3% | $4,296-78.0% |