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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 | $51,631 | $41,377+24.8% | $109,313-52.8% | $62,881-17.9% |
| Participation rate | 53.1% | 57.5%-4.4pp | 71.3%-18.1pp | 69.3%-16.2pp |
| Annual return | 4.97% | 11.05%-6.1pp | 22.07%-17.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,205 | $1,276-5.6% | $3,892-69.0% | $2,281-47.2% |
| Participant deferral / active EE | $2,708 | $2,045+32.4% | $3,166-14.5% | $3,203-15.5% |
| Admin fee / account holder | $3,109 | $2,884+7.8% | $5,666-45.1% | $4,296-27.6% |