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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 | $61,664 | $106,864-42.3% | $147,318-58.1% | $82,637-25.4% |
| Participation rate | 55.4% | 75.5%-20.1pp | 82.1%-26.7pp | 68.1%-12.7pp |
| Annual return | 20.86% | 27.49%-6.6pp | 70.43%-49.6pp | 53.51%-32.6pp |
| Employer contribution / active EE | $2,623 | $3,417-23.2% | $4,593-42.9% | $2,552+2.8% |
| Participant deferral / active EE | $5,663 | $6,496-12.8% | $7,906-28.4% | $4,126+37.3% |
| Admin fee / account holder | $2,294 | $8,415-72.7% | $13,708-83.3% | $7,339-68.7% |