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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 | $55,641 | $106,749-47.9% | $145,433-61.7% | $82,448-32.5% |
| Participation rate | 63.2% | 75.6%-12.5pp | 82.1%-19.0pp | 68.1%-4.9pp |
| Annual return | 17.31% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,467 | $3,444-28.4% | $4,554-45.8% | $2,551-3.3% |
| Participant deferral / active EE | $5,021 | $6,519-23.0% | $7,897-36.4% | $4,139+21.3% |
| Admin fee / account holder | $4,440 | $8,390-47.1% | $13,129-66.2% | $7,234-38.6% |