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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 | $79,224 | $49,249+60.9% | $70,476+12.4% | $79,852-0.8% |
| Participation rate | 35.1% | 69.2%-34.1pp | 75.1%-40.0pp | 69.6%-34.6pp |
| Annual return | 12.11% | 30.09%-18.0pp | 109.12%-97.0pp | 31.72%-19.6pp |
| Employer contribution / active EE | $992 | $2,100-52.8% | $2,738-63.8% | $2,471-59.8% |
| Participant deferral / active EE | $2,342 | $2,769-15.4% | $3,710-36.9% | $3,740-37.4% |
| Admin fee / account holder | $8,748 | $2,878+204.0% | $3,847+127.4% | $5,306+64.9% |