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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 | $59,086 | $63,904-7.5% | $89,340-33.9% | $67,986-13.1% |
| Participation rate | 38.0% | 54.3%-16.3pp | 69.6%-31.5pp | 57.2%-19.2pp |
| Annual return | 39.88% | 18.09%+21.8pp | 20.57%+19.3pp | 31.67%+8.2pp |
| Employer contribution / active EE | $1,895 | $1,627+16.4% | $2,231-15.1% | $2,019-6.1% |
| Participant deferral / active EE | $4,668 | $2,691+73.5% | $3,823+22.1% | $3,358+39.0% |
| Admin fee / account holder | $4,437 | $3,315+33.9% | $6,704-33.8% | $3,203+38.5% |