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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 | $56,329 | $77,814-27.6% | $158,223-64.4% | $86,983-35.2% |
| Participation rate | 56.8% | 68.4%-11.7pp | 79.2%-22.4pp | 69.5%-12.8pp |
| Annual return | 12.17% | 30.54%-18.4pp | 52.09%-39.9pp | 25.83%-13.7pp |
| Employer contribution / active EE | $3,044 | $2,592+17.4% | $4,109-25.9% | $2,584+17.8% |
| Participant deferral / active EE | $4,181 | $3,270+27.9% | $5,467-23.5% | $4,194-0.3% |
| Admin fee / account holder | $6,120 | $5,879+4.1% | $16,047-61.9% | $7,856-22.1% |