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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 | $58,697 | $93,617-37.3% | $135,982-56.8% | $75,177-21.9% |
| Participation rate | 46.2% | 75.2%-29.0pp | 81.9%-35.8pp | 67.2%-21.1pp |
| Annual return | 21.56% | 30.89%-9.3pp | 68.32%-46.8pp | 160.75%-139.2pp |
| Employer contribution / active EE | $1,153 | $3,538-67.4% | $4,859-76.3% | $2,671-56.8% |
| Participant deferral / active EE | $9,688 | $6,406+51.2% | $7,760+24.8% | $4,126+134.8% |
| Admin fee / account holder | $1,854 | $6,980-73.4% | $10,767-82.8% | $5,651-67.2% |