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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 | $52,488 | $85,766-38.8% | $136,298-61.5% | $70,126-25.2% |
| Participation rate | 60.9% | 74.2%-13.3pp | 81.9%-21.1pp | 69.5%-8.7pp |
| Annual return | 32.73% | 31.46%+1.3pp | 5156.27%-5123.5pp | 73.15%-40.4pp |
| Employer contribution / active EE | $2,066 | $2,966-30.4% | $4,696-56.0% | $2,343-11.8% |
| Participant deferral / active EE | $4,488 | $5,051-11.2% | $6,247-28.2% | $3,332+34.7% |
| Admin fee / account holder | $2,474 | $5,421-54.4% | $9,244-73.2% | $4,645-46.7% |