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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 | $60,496 | $104,251-42.0% | $91,004-33.5% | $147,586-59.0% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 23.90% | 27.06%-3.2pp | 4.60%+19.3pp | 578.59%-554.7pp |
| Employer contribution / active EE | $2,041 | $3,116-34.5% | $2,456-16.9% | $4,876-58.1% |
| Participant deferral / active EE | $3,873 | $4,195-7.7% | $3,548+9.2% | $5,439-28.8% |
| Admin fee / account holder | $2,197 | $8,948-75.4% | $5,417-59.4% | $10,886-79.8% |