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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 | $50,997 | $88,672-42.5% | $105,223-51.5% | $82,448-38.1% |
| Participation rate | 69.0% | 67.9%+1.0pp | 75.0%-6.1pp | 68.1%+0.9pp |
| Annual return | 12.85% | 30.86%-18.0pp | 180.65%-167.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,822 | $3,048-40.2% | $3,689-50.6% | $2,551-28.6% |
| Participant deferral / active EE | $2,822 | $4,036-30.1% | $5,072-44.4% | $4,139-31.8% |
| Admin fee / account holder | $4,108 | $7,146-42.5% | $8,859-53.6% | $7,234-43.2% |