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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 | $49,088 | $79,961-38.6% | $98,462-50.1% | $75,177-34.7% |
| Participation rate | 66.2% | 70.4%-4.1pp | 75.2%-8.9pp | 67.2%-1.0pp |
| Annual return | 17.55% | 19.75%-2.2pp | 21.17%-3.6pp | 160.75%-143.2pp |
| Employer contribution / active EE | $6,535 | $2,264+188.6% | $3,049+114.3% | $2,671+144.7% |
| Participant deferral / active EE | $2,999 | $3,753-20.1% | $4,738-36.7% | $4,126-27.3% |
| Admin fee / account holder | $2,160 | $6,842-68.4% | $8,875-75.7% | $5,651-61.8% |