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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 | $61,190 | $65,364-6.4% | $92,909-34.1% | $72,975-16.2% |
| Participation rate | 41.4% | 68.3%-26.9pp | 76.0%-34.6pp | 69.5%-28.1pp |
| Annual return | 17.68% | 42.11%-24.4pp | 109.44%-91.8pp | 81.01%-63.3pp |
| Employer contribution / active EE | $1,898 | $2,594-26.9% | $3,653-48.1% | $2,440-22.2% |
| Participant deferral / active EE | $4,788 | $3,128+53.1% | $4,238+13.0% | $3,608+32.7% |
| Admin fee / account holder | $1,417 | $4,251-66.7% | $5,795-75.5% | $5,124-72.3% |