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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 | $58,908 | $49,255+19.6% | $70,494-16.4% | $79,856-26.2% |
| Participation rate | 57.1% | 69.2%-12.0pp | 75.1%-17.9pp | 69.6%-12.5pp |
| Annual return | 14.99% | 30.10%-15.1pp | 109.16%-94.2pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,384 | $2,100+13.5% | $2,738-12.9% | $2,471-3.5% |
| Participant deferral / active EE | $4,675 | $2,768+68.9% | $3,711+26.0% | $3,741+25.0% |
| Admin fee / account holder | $8,439 | $2,879+193.1% | $3,848+119.3% | $5,306+59.0% |