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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 | $52,232 | $41,377+26.2% | $109,313-52.2% | $62,881-16.9% |
| Participation rate | 65.6% | 57.5%+8.1pp | 71.3%-5.6pp | 69.3%-3.7pp |
| Annual return | 6.09% | 11.05%-5.0pp | 22.07%-16.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,259 | $1,276-1.3% | $3,892-67.6% | $2,281-44.8% |
| Participant deferral / active EE | $2,564 | $2,045+25.4% | $3,166-19.0% | $3,203-20.0% |
| Admin fee / account holder | $4,005 | $2,884+38.9% | $5,666-29.3% | $4,296-6.8% |