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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 | $62,280 | $146,267-57.4% | $197,124-68.4% | $82,448-24.5% |
| Participation rate | 65.6% | 84.0%-18.4pp | 86.7%-21.1pp | 68.1%-2.4pp |
| Annual return | 18.58% | 29.61%-11.0pp | 44.34%-25.8pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,684 | $4,723-64.3% | $6,227-73.0% | $2,551-34.0% |
| Participant deferral / active EE | $4,997 | $7,035-29.0% | $9,135-45.3% | $4,139+20.7% |
| Admin fee / account holder | $5,238 | $14,422-63.7% | $16,298-67.9% | $7,234-27.6% |