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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 | $54,635 | $135,956-59.8% | $123,894-55.9% | $273,972-80.1% |
| Participation rate | 60.9% | 84.1%-23.2pp | 81.4%-20.5pp | 83.0%-22.1pp |
| Annual return | 8.21% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,487 | $5,170-51.9% | $4,617-46.1% | $4,869-48.9% |
| Participant deferral / active EE | $4,018 | $6,343-36.7% | $5,984-32.9% | $5,287-24.0% |
| Admin fee / account holder | $3,190 | $9,817-67.5% | $8,357-61.8% | $10,133-68.5% |