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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 | $95,453-22.3% | $112,040-33.8% | $82,448-10.0% |
| Participation rate | 56.1% | 72.8%-16.7pp | 76.5%-20.4pp | 68.1%-12.0pp |
| Annual return | 12.62% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $5,404 | $2,318+133.2% | $2,954+82.9% | $2,551+111.8% |
| Participant deferral / active EE | $8,588 | $4,224+103.3% | $5,098+68.5% | $4,139+107.5% |
| Admin fee / account holder | $31,412 | $9,013+248.5% | $12,098+159.6% | $7,234+334.2% |