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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 | $29,433 | $62,672-53.0% | $185,117-84.1% | $70,126-58.0% |
| Participation rate | 59.3% | 63.8%-4.5pp | 77.3%-18.0pp | 69.5%-10.3pp |
| Annual return | 15.71% | 40.79%-25.1pp | 40.50%-24.8pp | 73.15%-57.4pp |
| Employer contribution / active EE | $1,272 | $1,753-27.5% | $4,182-69.6% | $2,343-45.7% |
| Participant deferral / active EE | $5,890 | $3,272+80.0% | $5,045+16.8% | $3,332+76.8% |
| Admin fee / account holder | $10,191 | $3,932+159.2% | $8,159+24.9% | $4,645+119.4% |