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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 | $53,762 | $48,284+11.3% | $67,524-20.4% | $80,911-33.6% |
| Participation rate | 60.5% | 66.4%-5.9pp | 72.9%-12.4pp | 67.6%-7.2pp |
| Annual return | 12.65% | 18.27%-5.6pp | 3519.41%-3506.8pp | 35.63%-23.0pp |
| Employer contribution / active EE | $1,284 | $2,021-36.5% | $2,734-53.0% | $2,756-53.4% |
| Participant deferral / active EE | $2,374 | $2,927-18.9% | $4,001-40.7% | $4,297-44.8% |
| Admin fee / account holder | $4,378 | $3,688+18.7% | $4,001+9.4% | $6,935-36.9% |