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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 | $64,564 | $57,590+12.1% | $86,233-25.1% | $82,448-21.7% |
| Participation rate | 33.3% | 57.9%-24.5pp | 69.0%-35.7pp | 68.1%-34.7pp |
| Annual return | 15.50% | 22.41%-6.9pp | 61.39%-45.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,285 | $1,655-22.4% | $2,504-48.7% | $2,551-49.6% |
| Participant deferral / active EE | $2,884 | $3,080-6.4% | $4,559-36.7% | $4,139-30.3% |
| Admin fee / account holder | $8,621 | $4,730+82.2% | $8,342+3.3% | $7,234+19.2% |