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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 | $63,826 | $45,343+40.8% | $150,298-57.5% | $67,986-6.1% |
| Participation rate | 47.4% | 51.9%-4.4pp | 77.8%-30.3pp | 57.2%-9.8pp |
| Annual return | 14.55% | 33.28%-18.7pp | 62.79%-48.2pp | 31.67%-17.1pp |
| Employer contribution / active EE | $1,011 | $1,462-30.9% | $4,154-75.7% | $2,019-49.9% |
| Participant deferral / active EE | $2,185 | $2,055+6.4% | $5,453-59.9% | $3,358-34.9% |
| Admin fee / account holder | $2,420 | $2,250+7.6% | $14,116-82.9% | $3,203-24.4% |