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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 | $63,831 | $75,541-15.5% | $152,093-58.0% | $82,637-22.8% |
| Participation rate | 54.8% | 66.5%-11.7pp | 77.8%-22.9pp | 68.1%-13.2pp |
| Annual return | 38.62% | 32.56%+6.1pp | 66.36%-27.7pp | 53.51%-14.9pp |
| Employer contribution / active EE | $1,881 | $2,622-28.3% | $4,175-54.9% | $2,552-26.3% |
| Participant deferral / active EE | $4,963 | $3,206+54.8% | $5,451-9.0% | $4,126+20.3% |
| Admin fee / account holder | $526 | $6,405-91.8% | $14,497-96.4% | $7,339-92.8% |