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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 | $73,787-19.1% | $98,716-39.6% | $82,448-27.6% |
| Participation rate | 30.0% | 61.4%-31.4pp | 69.3%-39.3pp | 68.1%-38.1pp |
| Annual return | 17.60% | 18.57%-1.0pp | 31.81%-14.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $2,381 | $1,511+57.6% | $2,279+4.5% | $2,551-6.6% |
| Participant deferral / active EE | $5,928 | $3,081+92.4% | $4,048+46.4% | $4,139+43.2% |
| Admin fee / account holder | $4,372 | $6,500-32.7% | $8,703-49.8% | $7,234-39.6% |