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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 | $59,193 | $65,712-9.9% | $57,196+3.5% | $273,972-78.4% |
| Participation rate | 63.6% | 78.3%-14.7pp | 75.3%-11.7pp | 83.0%-19.4pp |
| Annual return | 4.71% | 22.01%-17.3pp | 14.59%-9.9pp | 41.46%-36.7pp |
| Employer contribution / active EE | $4,495 | $3,280+37.1% | $2,683+67.6% | $4,869-7.7% |
| Participant deferral / active EE | $5,511 | $3,782+45.7% | $3,096+78.0% | $5,287+4.2% |
| Admin fee / account holder | $4,747 | $4,838-1.9% | $3,141+51.1% | $10,133-53.2% |