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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 | $49,670 | $78,707-36.9% | $117,861-57.9% | $70,126-29.2% |
| Participation rate | 69.0% | 73.2%-4.1pp | 79.7%-10.6pp | 69.5%-0.5pp |
| Annual return | 13.29% | 23.30%-10.0pp | 335.11%-321.8pp | 73.15%-59.9pp |
| Employer contribution / active EE | $850 | $2,223-61.8% | $3,786-77.6% | $2,343-63.7% |
| Participant deferral / active EE | $2,362 | $3,297-28.4% | $4,482-47.3% | $3,332-29.1% |
| Admin fee / account holder | $2,499 | $5,066-50.7% | $8,021-68.8% | $4,645-46.2% |