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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 | $45,554 | $39,162+16.3% | $100,671-54.7% | $59,633-23.6% |
| Participation rate | 60.7% | 55.9%+4.9pp | 70.7%-10.0pp | 68.7%-8.0pp |
| Annual return | -1.47% | 21.07%-22.5pp | 20.43%-21.9pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,461 | $1,151+26.9% | $4,012-63.6% | $2,203-33.7% |
| Participant deferral / active EE | $3,348 | $1,992+68.1% | $3,144+6.5% | $3,192+4.9% |
| Admin fee / account holder | $1,210 | $2,969-59.3% | $4,850-75.1% | $4,297-71.8% |