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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 | $66,588 | $58,828+13.2% | $78,002-14.6% | $62,881+5.9% |
| Participation rate | 57.5% | 71.1%-13.6pp | 75.5%-18.0pp | 69.3%-11.8pp |
| Annual return | 9.06% | 17.16%-8.1pp | 425.99%-416.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $878 | $1,672-47.5% | $2,470-64.5% | $2,281-61.5% |
| Participant deferral / active EE | $2,512 | $2,686-6.5% | $3,497-28.2% | $3,203-21.6% |
| Admin fee / account holder | $1,592 | $4,393-63.8% | $5,481-70.9% | $4,296-62.9% |