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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 | $48,548 | $58,848-17.5% | $88,179-44.9% | $82,637-41.3% |
| Participation rate | 52.1% | 57.9%-5.8pp | 69.1%-17.1pp | 68.1%-16.0pp |
| Annual return | 19.49% | 22.76%-3.3pp | 64.97%-45.5pp | 53.51%-34.0pp |
| Employer contribution / active EE | $1,809 | $1,678+7.8% | $2,549-29.1% | $2,552-29.1% |
| Participant deferral / active EE | $3,647 | $3,124+16.7% | $4,614-21.0% | $4,126-11.6% |
| Admin fee / account holder | $3,247 | $4,795-32.3% | $7,673-57.7% | $7,339-55.8% |