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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 | $47,831 | $43,075+11.0% | $74,577-35.9% | $62,881-23.9% |
| Participation rate | 66.7% | 58.1%+8.6pp | 68.1%-1.4pp | 69.3%-2.6pp |
| Annual return | 7.28% | 17.50%-10.2pp | 20.47%-13.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,660 | $2,389-30.5% | $3,458-52.0% | $3,203-48.2% |
| Admin fee / account holder | $4,333 | $2,840+52.6% | $4,138+4.7% | $4,296+0.9% |