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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 | $76,949 | $94,439-18.5% | $73,658+4.5% | $154,746-50.3% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 21.52% | 28.25%-6.7pp | 29.72%-8.2pp | 172.34%-150.8pp |
| Employer contribution / active EE | $3,600 | $1,257+186.3% | $1,032+248.7% | $4,379-17.8% |
| Participant deferral / active EE | $15,250 | $2,527+503.5% | $2,062+639.6% | $6,730+126.6% |
| Admin fee / account holder | $1,202 | $3,843-68.7% | $3,357-64.2% | $14,365-91.6% |