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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 | $60,231 | $53,777+12.0% | $134,155-55.1% | $79,858-24.6% |
| Participation rate | 52.6% | 58.8%-6.1pp | 72.2%-19.6pp | 69.6%-17.0pp |
| Annual return | 12.93% | 19.01%-6.1pp | 36.34%-23.4pp | 31.72%-18.8pp |
| Employer contribution / active EE | $1,654 | $1,321+25.1% | $3,705-55.4% | $2,471-33.1% |
| Participant deferral / active EE | $3,589 | $2,420+48.3% | $3,500+2.5% | $3,740-4.1% |
| Admin fee / account holder | $3,779 | $3,984-5.2% | $6,685-43.5% | $5,306-28.8% |