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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 | $59,105 | $110,410-46.5% | $102,437-42.3% | $145,897-59.5% |
| Participation rate | 68.2% | 77.9%-9.8pp | 74.5%-6.3pp | 80.3%-12.1pp |
| Annual return | 11.49% | 24.85%-13.4pp | 24.95%-13.5pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,165 | $4,217-48.7% | $3,871-44.1% | $4,663-53.6% |
| Participant deferral / active EE | $5,501 | $5,622-2.2% | $5,060+8.7% | $6,689-17.8% |
| Admin fee / account holder | $17,630 | $9,745+80.9% | $8,388+110.2% | $13,390+31.7% |