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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 | $52,568 | $69,590-24.5% | $136,867-61.6% | $94,015-44.1% |
| Participation rate | 59.4% | 66.3%-6.9pp | 74.5%-15.2pp | 70.8%-11.4pp |
| Annual return | 24.46% | 19.62%+4.8pp | 42.97%-18.5pp | 17.84%+6.6pp |
| Employer contribution / active EE | $1,962 | $2,396-18.1% | $3,547-44.7% | $2,790-29.7% |
| Participant deferral / active EE | $4,029 | $3,437+17.2% | $4,924-18.2% | $4,249-5.2% |
| Admin fee / account holder | $7,398 | $8,912-17.0% | $10,340-28.5% | $8,951-17.3% |