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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 | $55,943 | $90,486-38.2% | $78,676-28.9% | $273,972-79.6% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 9.63% | 75.62%-66.0pp | 62.19%-52.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $3,997 | $3,175+25.9% | $2,850+40.2% | $4,869-17.9% |
| Participant deferral / active EE | $605 | $3,901-84.5% | $3,517-82.8% | $5,287-88.6% |
| Admin fee / account holder | $7,370 | $5,263+40.0% | $4,510+63.4% | $10,133-27.3% |