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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 | $66,299 | $165,381-59.9% | $149,730-55.7% | $158,966-58.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 23.93% | 348.29%-324.4pp | 276.70%-252.8pp | 302.95%-279.0pp |
| Employer contribution / active EE | $2,043 | $5,104-60.0% | $4,645-56.0% | $4,762-57.1% |
| Participant deferral / active EE | $7,583 | $7,182+5.6% | $6,843+10.8% | $5,983+26.7% |
| Admin fee / account holder | $1,446 | $10,809-86.6% | $9,310-84.5% | $11,250-87.1% |