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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 | $64,925 | $72,269-10.2% | $101,271-35.9% | $79,852-18.7% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 10.91% | 22.29%-11.4pp | 46.48%-35.6pp | 31.72%-20.8pp |
| Employer contribution / active EE | $2,324 | $2,692-13.7% | $3,660-36.5% | $2,471-6.0% |
| Participant deferral / active EE | $6,714 | $3,282+104.6% | $4,371+53.6% | $3,740+79.5% |
| Admin fee / account holder | $18,606 | $4,401+322.8% | $5,948+212.8% | $5,306+250.6% |