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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 | $60,804 | $73,955-17.8% | $96,520-37.0% | $75,181-19.1% |
| Participation rate | 41.1% | 66.4%-25.3pp | 74.3%-33.2pp | 67.2%-26.1pp |
| Annual return | 44.40% | 26.72%+17.7pp | 35.72%+8.7pp | 160.69%-116.3pp |
| Employer contribution / active EE | $2,431 | $2,930-17.0% | $3,739-35.0% | $2,671-9.0% |
| Participant deferral / active EE | $5,324 | $3,659+45.5% | $4,879+9.1% | $4,126+29.0% |
| Admin fee / account holder | $2,348 | $5,217-55.0% | $6,733-65.1% | $5,650-58.4% |