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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 | $38,638 | $77,455-50.1% | $151,266-74.5% | $64,340-39.9% |
| Participation rate | 59.8% | 54.0%+5.8pp | 77.0%-17.2pp | 55.2%+4.5pp |
| Annual return | 20.53% | 16.64%+3.9pp | 180.60%-160.1pp | 24.14%-3.6pp |
| Employer contribution / active EE | $1,808 | $1,920-5.8% | $4,237-57.3% | $1,862-2.9% |
| Participant deferral / active EE | $2,849 | $3,496-18.5% | $7,337-61.2% | $2,980-4.4% |
| Admin fee / account holder | $5,424 | $2,534+114.1% | $13,159-58.8% | $3,703+46.5% |