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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 | $48,758 | $39,132+24.6% | $57,196-14.8% | $62,881-22.5% |
| Participation rate | 53.6% | 70.5%-16.9pp | 75.3%-21.7pp | 69.3%-15.7pp |
| Annual return | 13.13% | 9.24%+3.9pp | 14.59%-1.5pp | 20.14%-7.0pp |
| Employer contribution / active EE | $1,075 | $1,874-42.6% | $2,683-59.9% | $2,281-52.8% |
| Participant deferral / active EE | $4,566 | $2,374+92.3% | $3,096+47.5% | $3,203+42.6% |
| Admin fee / account holder | $4,928 | $2,594+90.0% | $3,141+56.9% | $4,296+14.7% |