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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 | $47,936 | $45,900+4.4% | $94,057-49.0% | $64,340-25.5% |
| Participation rate | 53.3% | 50.6%+2.7pp | 73.3%-20.1pp | 55.2%-2.0pp |
| Annual return | 12.81% | 50.47%-37.7pp | 480.62%-467.8pp | 24.14%-11.3pp |
| Employer contribution / active EE | $603 | $1,612-62.6% | $2,933-79.4% | $1,862-67.6% |
| Participant deferral / active EE | $3,003 | $2,102+42.9% | $4,709-36.2% | $2,980+0.8% |
| Admin fee / account holder | $4,086 | $3,143+30.0% | $7,244-43.6% | $3,703+10.4% |