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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 | $64,669 | $73,787-12.4% | $98,716-34.5% | $82,448-21.6% |
| Participation rate | 53.3% | 61.4%-8.1pp | 69.3%-16.0pp | 68.1%-14.7pp |
| Annual return | 16.68% | 18.57%-1.9pp | 31.81%-15.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,981 | $1,511+31.1% | $2,279-13.1% | $2,551-22.3% |
| Participant deferral / active EE | $4,861 | $3,081+57.7% | $4,048+20.1% | $4,139+17.4% |
| Admin fee / account holder | $5,120 | $6,500-21.2% | $8,703-41.2% | $7,234-29.2% |