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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 | $74,184 | $95,404-22.2% | $113,397-34.6% | $82,637-10.2% |
| Participation rate | 56.1% | 72.8%-16.7pp | 76.5%-20.4pp | 68.1%-12.0pp |
| Annual return | 12.62% | 19.08%-6.5pp | 23.20%-10.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $5,404 | $2,307+134.3% | $2,977+81.5% | $2,552+111.8% |
| Participant deferral / active EE | $8,588 | $4,220+103.5% | $5,076+69.2% | $4,126+108.1% |
| Admin fee / account holder | $31,412 | $9,168+242.6% | $11,957+162.7% | $7,339+328.0% |