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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 | $55,574 | $81,334-31.7% | $113,397-51.0% | $64,097-13.3% |
| Participation rate | 65.0% | 65.6%-0.6pp | 76.5%-11.5pp | 55.2%+9.8pp |
| Annual return | 40.92% | 32.50%+8.4pp | 23.20%+17.7pp | 34.64%+6.3pp |
| Employer contribution / active EE | $3,202 | $2,077+54.2% | $2,977+7.5% | $1,891+69.3% |
| Participant deferral / active EE | $6,705 | $3,795+76.7% | $5,076+32.1% | $3,080+117.7% |
| Admin fee / account holder | $2,522 | $4,208-40.1% | $11,957-78.9% | $3,454-27.0% |