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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 | $56,704 | $41,016+38.2% | $152,093-62.7% | $64,097-11.5% |
| Participation rate | 63.4% | 51.3%+12.1pp | 77.8%-14.4pp | 55.2%+8.2pp |
| Annual return | 39.73% | 39.60%+0.1pp | 66.36%-26.6pp | 34.64%+5.1pp |
| Employer contribution / active EE | $3,019 | $1,342+124.9% | $4,175-27.7% | $1,891+59.6% |
| Participant deferral / active EE | $5,295 | $1,927+174.7% | $5,451-2.9% | $3,080+71.9% |
| Admin fee / account holder | $5,081 | $2,305+120.4% | $14,497-65.0% | $3,454+47.1% |