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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 | $107,860 | $183,627-41.3% | $155,602-30.7% | $145,978-26.1% |
| Participation rate | 57.9% | 82.7%-24.8pp | 78.2%-20.3pp | 80.3%-22.4pp |
| Annual return | 12.56% | 61.32%-48.8pp | 64.81%-52.3pp | 550.52%-538.0pp |
| Employer contribution / active EE | $2,642 | $5,316-50.3% | $4,675-43.5% | $4,662-43.3% |
| Participant deferral / active EE | $6,161 | $6,466-4.7% | $5,629+9.4% | $6,690-7.9% |
| Admin fee / account holder | $719 | $19,327-96.3% | $15,923-95.5% | $13,400-94.6% |