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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 | $32,404 | $117,895-72.5% | $102,460-68.4% | $145,897-77.8% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.4pp |
| Annual return | 15.32% | 31.92%-16.6pp | 29.47%-14.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $2,667 | $3,619-26.3% | $3,025-11.9% | $4,663-42.8% |
| Participant deferral / active EE | $5,254 | $5,736-8.4% | $5,056+3.9% | $6,689-21.5% |
| Admin fee / account holder | $5,059 | $13,353-62.1% | $9,460-46.5% | $13,390-62.2% |