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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 | $50,991 | $65,367-22.0% | $92,915-45.1% | $72,976-30.1% |
| Participation rate | 59.4% | 68.3%-8.9pp | 76.0%-16.6pp | 69.5%-10.1pp |
| Annual return | 40.52% | 42.11%-1.6pp | 109.45%-68.9pp | 81.02%-40.5pp |
| Employer contribution / active EE | $2,387 | $2,594-8.0% | $3,653-34.7% | $2,440-2.2% |
| Participant deferral / active EE | $6,110 | $3,128+95.3% | $4,238+44.2% | $3,608+69.4% |
| Admin fee / account holder | $792 | $4,251-81.4% | $5,796-86.3% | $5,124-84.5% |