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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 | $58,324 | $108,825-46.4% | $156,181-62.7% | $82,448-29.3% |
| Participation rate | 57.4% | 72.4%-15.0pp | 78.8%-21.5pp | 68.1%-10.7pp |
| Annual return | 45.12% | 20.59%+24.5pp | 64.87%-19.8pp | 41.64%+3.5pp |
| Employer contribution / active EE | $2,914 | $2,870+1.6% | $4,294-32.1% | $2,551+14.2% |
| Participant deferral / active EE | $4,886 | $4,577+6.7% | $6,132-20.3% | $4,139+18.0% |
| Admin fee / account holder | $2,742 | $9,341-70.6% | $14,586-81.2% | $7,234-62.1% |