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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 | $62,696 | $85,002-26.2% | $76,278-17.8% | $145,978-57.1% |
| Participation rate | 55.6% | 82.9%-27.3pp | 79.2%-23.7pp | 80.3%-24.7pp |
| Annual return | 11.12% | 13.11%-2.0pp | 13.77%-2.7pp | 550.52%-539.4pp |
| Employer contribution / active EE | $2,329 | $5,261-55.7% | $4,584-49.2% | $4,662-50.0% |
| Participant deferral / active EE | $1,945 | $6,390-69.6% | $5,478-64.5% | $6,690-70.9% |
| Admin fee / account holder | $13,381 | $5,760+132.3% | $5,131+160.8% | $13,400-0.1% |