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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 | $59,662 | $76,834-22.3% | $108,359-44.9% | $87,485-31.8% |
| Participation rate | 30.0% | 61.7%-31.7pp | 70.1%-40.1pp | 68.9%-38.9pp |
| Annual return | 17.60% | 19.09%-1.5pp | 36.89%-19.3pp | 26.06%-8.5pp |
| Employer contribution / active EE | $2,381 | $1,556+53.0% | $2,399-0.8% | $2,596-8.3% |
| Participant deferral / active EE | $5,928 | $3,100+91.2% | $4,137+43.3% | $4,274+38.7% |
| Admin fee / account holder | $4,372 | $6,537-33.1% | $9,741-55.1% | $7,775-43.8% |