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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 | $52,643 | $48,364+8.8% | $71,796-26.7% | $62,881-16.3% |
| Participation rate | 54.1% | 60.6%-6.5pp | 69.1%-15.0pp | 69.3%-15.2pp |
| Annual return | 12.44% | 13.16%-0.7pp | 78.04%-65.6pp | 20.14%-7.7pp |
| Employer contribution / active EE | $1,265 | $1,042+21.5% | $1,924-34.2% | $2,281-44.5% |
| Participant deferral / active EE | $4,525 | $2,091+116.4% | $2,794+61.9% | $3,203+41.3% |
| Admin fee / account holder | $4,136 | $3,771+9.7% | $4,815-14.1% | $4,296-3.7% |