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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 | $58,598 | $65,361-10.3% | $92,903-36.9% | $72,983-19.7% |
| Participation rate | 25.6% | 68.3%-42.7pp | 76.0%-50.4pp | 69.5%-43.9pp |
| Annual return | 23.77% | 42.11%-18.3pp | 109.43%-85.7pp | 81.01%-57.2pp |
| Employer contribution / active EE | $2,226 | $2,594-14.2% | $3,653-39.1% | $2,440-8.8% |
| Participant deferral / active EE | $3,175 | $3,128+1.5% | $4,238-25.1% | $3,608-12.0% |
| Admin fee / account holder | $5,614 | $4,251+32.1% | $5,795-3.1% | $5,124+9.6% |