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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 | $55,897 | $61,605-9.3% | $112,273-50.2% | $75,181-25.6% |
| Participation rate | 50.0% | 61.7%-11.7pp | 72.4%-22.4pp | 67.2%-17.2pp |
| Annual return | 18.63% | 28.47%-9.8pp | 30.23%-11.6pp | 160.69%-142.1pp |
| Employer contribution / active EE | $3,704 | $2,015+83.8% | $3,431+8.0% | $2,671+38.7% |
| Participant deferral / active EE | $4,784 | $3,108+53.9% | $4,800-0.3% | $4,126+15.9% |
| Admin fee / account holder | $17,099 | $4,862+251.7% | $7,752+120.6% | $5,650+202.6% |