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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 | $48,460 | $106,749-54.6% | $145,433-66.7% | $82,448-41.2% |
| Participation rate | 69.2% | 75.6%-6.4pp | 82.1%-12.9pp | 68.1%+1.2pp |
| Annual return | 16.57% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $4,040 | $3,444+17.3% | $4,554-11.3% | $2,551+58.4% |
| Participant deferral / active EE | $9,174 | $6,519+40.7% | $7,897+16.2% | $4,139+121.6% |
| Admin fee / account holder | $11,522 | $8,390+37.3% | $13,129-12.2% | $7,234+59.3% |