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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 | $54,415 | $90,486-39.9% | $78,676-30.8% | $273,972-80.1% |
| Participation rate | 65.0% | 76.5%-11.5pp | 73.6%-8.6pp | 83.0%-18.0pp |
| Annual return | 5.93% | 75.62%-69.7pp | 62.19%-56.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $3,337 | $3,175+5.1% | $2,850+17.1% | $4,869-31.5% |
| Participant deferral / active EE | $3,614 | $3,901-7.4% | $3,517+2.8% | $5,287-31.6% |
| Admin fee / account holder | $55,478 | $5,263+954.1% | $4,510+1130.1% | $10,133+447.5% |