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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 | $60,954 | $98,776-38.3% | $149,745-59.3% | $79,856-23.7% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 19.59% | 27.38%-7.8pp | 276.72%-257.1pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,754 | $3,217-14.4% | $4,646-40.7% | $2,471+11.4% |
| Participant deferral / active EE | $5,437 | $5,681-4.3% | $6,843-20.5% | $3,741+45.4% |
| Admin fee / account holder | $8,110 | $6,053+34.0% | $9,312-12.9% | $5,306+52.8% |