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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 | $60,514 | $54,763+10.5% | $90,324-33.0% | $72,976-17.1% |
| Participation rate | 37.5% | 65.2%-27.7pp | 73.3%-35.8pp | 69.5%-32.0pp |
| Annual return | 19.98% | 30.63%-10.6pp | 78.15%-58.2pp | 81.02%-61.0pp |
| Employer contribution / active EE | $928 | $2,093-55.7% | $2,856-67.5% | $2,440-62.0% |
| Participant deferral / active EE | $2,484 | $2,887-14.0% | $3,885-36.1% | $3,608-31.1% |
| Admin fee / account holder | $4,015 | $3,973+1.0% | $5,356-25.0% | $5,124-21.6% |