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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 | $48,593 | $78,425-38.0% | $95,956-49.4% | $79,858-39.2% |
| Participation rate | 59.3% | 73.5%-14.2pp | 77.1%-17.8pp | 69.6%-10.4pp |
| Annual return | 19.25% | 19.37%-0.1pp | 91.63%-72.4pp | 31.72%-12.5pp |
| Employer contribution / active EE | $2,428 | $1,945+24.8% | $2,541-4.4% | $2,471-1.7% |
| Participant deferral / active EE | $6,095 | $3,440+77.2% | $4,167+46.3% | $3,740+63.0% |
| Admin fee / account holder | $3,733 | $5,622-33.6% | $6,797-45.1% | $5,306-29.7% |