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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 | $24,633 | $93,064-73.5% | $74,577-67.0% | $273,972-91.0% |
| Participation rate | 59.1% | 74.9%-15.9pp | 68.1%-9.0pp | 83.0%-23.9pp |
| Annual return | 4.88% | 26.18%-21.3pp | 20.47%-15.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $3,183 | $3,160+0.7% | $2,525+26.1% | $4,869-34.6% |
| Participant deferral / active EE | $4,997 | $4,160+20.1% | $3,458+44.5% | $5,287-5.5% |
| Admin fee / account holder | $5,656 | $5,273+7.3% | $4,138+36.7% | $10,133-44.2% |