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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 | $55,764 | $73,978-24.6% | $96,515-42.2% | $75,173-25.8% |
| Participation rate | 62.1% | 66.4%-4.4pp | 74.3%-12.3pp | 67.2%-5.1pp |
| Annual return | 13.43% | 26.72%-13.3pp | 35.73%-22.3pp | 160.72%-147.3pp |
| Employer contribution / active EE | $2,088 | $2,931-28.7% | $3,740-44.2% | $2,671-21.8% |
| Participant deferral / active EE | $4,539 | $3,660+24.0% | $4,880-7.0% | $4,126+10.0% |
| Admin fee / account holder | $15,904 | $5,219+204.7% | $6,735+136.1% | $5,651+181.5% |