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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 | $56,021 | $61,338-8.7% | $149,717-62.6% | $71,495-21.6% |
| Participation rate | 26.0% | 62.5%-36.5pp | 78.8%-52.8pp | 67.9%-41.9pp |
| Annual return | 24.60% | 35.86%-11.3pp | 134.41%-109.8pp | 28.85%-4.2pp |
| Employer contribution / active EE | $1,374 | $2,381-42.3% | $4,820-71.5% | $2,589-46.9% |
| Participant deferral / active EE | $2,248 | $2,919-23.0% | $5,682-60.4% | $4,291-47.6% |
| Admin fee / account holder | $1,734 | $1,263+37.3% | $13,213-86.9% | $1,588+9.2% |