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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 | $110,137-47.0% | $161,149-63.8% | $82,637-29.4% |
| Participation rate | 57.4% | 72.4%-15.0pp | 78.8%-21.5pp | 68.1%-10.7pp |
| Annual return | 45.12% | 20.69%+24.4pp | 21.16%+24.0pp | 53.51%-8.4pp |
| Employer contribution / active EE | $2,914 | $2,856+2.0% | $4,360-33.2% | $2,552+14.2% |
| Participant deferral / active EE | $4,886 | $4,575+6.8% | $6,153-20.6% | $4,126+18.4% |
| Admin fee / account holder | $2,742 | $9,467-71.0% | $15,194-82.0% | $7,339-62.6% |