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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 | $54,759 | $91,167-39.9% | $178,498-69.3% | $79,858-31.4% |
| Participation rate | 64.0% | 69.2%-5.2pp | 81.9%-17.9pp | 69.6%-5.6pp |
| Annual return | 22.35% | 24.19%-1.8pp | 151.09%-128.7pp | 31.72%-9.4pp |
| Employer contribution / active EE | $953 | $3,255-70.7% | $5,011-81.0% | $2,471-61.4% |
| Participant deferral / active EE | $1,907 | $3,236-41.1% | $5,202-63.3% | $3,740-49.0% |
| Admin fee / account holder | $7,152 | $6,747+6.0% | $13,985-48.9% | $5,306+34.8% |