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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 | $62,275 | $86,050-27.6% | $189,758-67.2% | $94,015-33.8% |
| Participation rate | 67.2% | 68.9%-1.7pp | 79.8%-12.6pp | 70.8%-3.6pp |
| Annual return | 12.83% | 17.77%-4.9pp | 52.62%-39.8pp | 17.84%-5.0pp |
| Employer contribution / active EE | $2,174 | $2,819-22.9% | $4,767-54.4% | $2,790-22.1% |
| Participant deferral / active EE | $1,354 | $3,349-59.6% | $5,856-76.9% | $4,249-68.1% |
| Admin fee / account holder | $5,466 | $6,627-17.5% | $20,388-73.2% | $8,951-38.9% |