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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 | $61,125-14.0% | $94,057-44.1% | $87,485-39.9% |
| Participation rate | 59.4% | 64.1%-4.7pp | 73.3%-14.0pp | 68.9%-9.6pp |
| Annual return | 24.46% | 35.20%-10.7pp | 480.62%-456.2pp | 26.06%-1.6pp |
| Employer contribution / active EE | $1,962 | $2,136-8.2% | $2,933-33.1% | $2,596-24.4% |
| Participant deferral / active EE | $4,029 | $3,260+23.6% | $4,709-14.5% | $4,274-5.7% |
| Admin fee / account holder | $7,398 | $5,629+31.4% | $7,244+2.1% | $7,775-4.8% |