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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 | $50,850 | $57,541-11.6% | $95,759-46.9% | $75,177-32.4% |
| Participation rate | 61.8% | 62.5%-0.7pp | 72.3%-10.5pp | 67.2%-5.4pp |
| Annual return | 15.56% | 34.93%-19.4pp | 28.42%-12.9pp | 160.75%-145.2pp |
| Employer contribution / active EE | $1,409 | $1,808-22.0% | $2,836-50.3% | $2,671-47.2% |
| Participant deferral / active EE | $3,556 | $3,074+15.7% | $4,244-16.2% | $4,126-13.8% |
| Admin fee / account holder | $733 | $4,099-82.1% | $5,678-87.1% | $5,651-87.0% |