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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 | $77,814-18.0% | $158,223-59.7% | $86,983-26.6% |
| Participation rate | 54.8% | 68.4%-13.6pp | 79.2%-24.4pp | 69.5%-14.7pp |
| Annual return | 38.62% | 30.54%+8.1pp | 52.09%-13.5pp | 25.83%+12.8pp |
| Employer contribution / active EE | $1,881 | $2,592-27.4% | $4,109-54.2% | $2,584-27.2% |
| Participant deferral / active EE | $4,963 | $3,270+51.8% | $5,467-9.2% | $4,194+18.3% |
| Admin fee / account holder | $526 | $5,879-91.1% | $16,047-96.7% | $7,856-93.3% |