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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 | $55,815 | $45,343+23.1% | $150,298-62.9% | $67,986-17.9% |
| Participation rate | 56.7% | 51.9%+4.9pp | 77.8%-21.0pp | 57.2%-0.5pp |
| Annual return | 19.16% | 33.28%-14.1pp | 62.79%-43.6pp | 31.67%-12.5pp |
| Employer contribution / active EE | $1,196 | $1,462-18.2% | $4,154-71.2% | $2,019-40.8% |
| Participant deferral / active EE | $4,215 | $2,055+105.1% | $5,453-22.7% | $3,358+25.5% |
| Admin fee / account holder | $1,417 | $2,250-37.0% | $14,116-90.0% | $3,203-55.8% |