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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 | $45,266+5.9% | $103,693-53.8% | $65,306-26.6% |
| Participation rate | 53.3% | 53.3%0pp | 72.6%-19.4pp | 57.7%-4.4pp |
| Annual return | 12.81% | 25.10%-12.3pp | 47.61%-34.8pp | 21.94%-9.1pp |
| Employer contribution / active EE | $603 | $1,765-65.8% | $2,920-79.4% | $1,967-69.4% |
| Participant deferral / active EE | $3,003 | $2,099+43.1% | $4,579-34.4% | $2,959+1.5% |
| Admin fee / account holder | $4,086 | $3,221+26.8% | $7,858-48.0% | $3,480+17.4% |