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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 | $55,521 | $91,559-39.4% | $133,978-58.6% | $79,856-30.5% |
| Participation rate | 53.6% | 73.3%-19.8pp | 79.8%-26.3pp | 69.6%-16.1pp |
| Annual return | 18.00% | 61.85%-43.9pp | 45.10%-27.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,039 | $2,384-14.5% | $3,919-48.0% | $2,471-17.5% |
| Participant deferral / active EE | $2,968 | $3,734-20.5% | $5,047-41.2% | $3,741-20.7% |
| Admin fee / account holder | $5,423 | $6,321-14.2% | $8,930-39.3% | $5,306+2.2% |