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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 | $60,626 | $51,638+17.4% | $68,368-11.3% | $82,448-26.5% |
| Participation rate | 52.1% | 63.6%-11.5pp | 73.8%-21.6pp | 68.1%-15.9pp |
| Annual return | 15.19% | 37.53%-22.3pp | 292.57%-277.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,397 | $2,047-31.8% | $2,649-47.3% | $2,551-45.2% |
| Participant deferral / active EE | $1,900 | $2,914-34.8% | $4,123-53.9% | $4,139-54.1% |
| Admin fee / account holder | $2,218 | $4,643-52.2% | $5,150-56.9% | $7,234-69.3% |