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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 | $70,609 | $117,846-40.1% | $102,434-31.1% | $145,884-51.6% |
| Participation rate | 56.3% | 78.6%-22.4pp | 76.5%-20.3pp | 80.3%-24.1pp |
| Annual return | 9.88% | 31.90%-22.0pp | 29.46%-19.6pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,159 | $3,615-67.9% | $3,023-61.7% | $4,662-75.1% |
| Participant deferral / active EE | $3,910 | $5,733-31.8% | $5,055-22.6% | $6,690-41.5% |
| Admin fee / account holder | $922 | $13,356-93.1% | $9,462-90.3% | $13,392-93.1% |