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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 | $70,246 | $213,785-67.1% | $185,441-62.1% | $155,188-54.7% |
| Participation rate | 46.2% | 83.2%-37.1pp | 80.3%-34.1pp | 80.8%-34.6pp |
| Annual return | 36.69% | 19.97%+16.7pp | 20.16%+16.5pp | 148.84%-112.1pp |
| Employer contribution / active EE | $1,500 | $5,393-72.2% | $4,672-67.9% | $4,248-64.7% |
| Participant deferral / active EE | $2,524 | $6,864-63.2% | $6,152-59.0% | $6,531-61.4% |
| Admin fee / account holder | $6,941 | $21,134-67.2% | $17,890-61.2% | $14,480-52.1% |