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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 | $37,180 | $51,638-28.0% | $129,406-71.3% | $80,959-54.1% |
| Participation rate | 64.0% | 56.9%+7.1pp | 69.6%-5.6pp | 67.7%-3.7pp |
| Annual return | 22.60% | 20.78%+1.8pp | 9468.18%-9445.6pp | 35.67%-13.1pp |
| Employer contribution / active EE | $3,646 | $1,584+130.3% | $4,155-12.3% | $2,757+32.2% |
| Participant deferral / active EE | $5,775 | $2,670+116.3% | $4,167+38.6% | $4,300+34.3% |
| Admin fee / account holder | $2,809 | $4,313-34.9% | $7,689-63.5% | $6,925-59.4% |