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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 | $62,086-4.8% | $90,259-34.5% | $64,340-8.2% |
| Participation rate | 38.0% | 53.9%-15.9pp | 70.7%-32.7pp | 55.2%-17.2pp |
| Annual return | 39.88% | 16.73%+23.2pp | 18.88%+21.0pp | 24.14%+15.7pp |
| Employer contribution / active EE | $1,895 | $1,883+0.7% | $2,291-17.3% | $1,862+1.8% |
| Participant deferral / active EE | $4,668 | $2,557+82.5% | $3,827+22.0% | $2,980+56.6% |
| Admin fee / account holder | $4,437 | $3,317+33.7% | $7,267-38.9% | $3,703+19.8% |