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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 | $59,111 | $48,078+22.9% | $78,676-24.9% | $62,881-6.0% |
| Participation rate | 46.9% | 65.2%-18.3pp | 73.6%-26.6pp | 69.3%-22.4pp |
| Annual return | 7.50% | 31.36%-23.9pp | 62.19%-54.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,872 | $2,015-7.1% | $2,850-34.3% | $2,281-17.9% |
| Participant deferral / active EE | $1,855 | $2,587-28.3% | $3,517-47.3% | $3,203-42.1% |
| Admin fee / account holder | $2,570 | $3,206-19.8% | $4,510-43.0% | $4,296-40.2% |